Civic Intelligence

Independence Through G-R-A-C-E Foundation

990EZ • Fiscal year 2018 • EIN 45-5228488

Apr 01, 2017 to Mar 31, 2018 • Filed on Jun 18, 2018

8416 Iron Oak CtBakersfield, CA 93312

(661) 392-8715

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.6%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Up

$416,161

Up $41,152 (+11%) from 2017

Net Assets

Up

$414,708

Up $39,880 (+11%) from 2017

Liabilities

Up

$1,453

Up $1,272 (+703%) from 2017

Revenue

Down

$132,361

Down $4,978 (-3.6%) from 2017

Expenses

Up

$92,481

Up $51,910 (+128%) from 2017

Net Income

Down

$39,880

Down $56,888 (-59%) 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 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $970Liabilities 2015: $02015Assets 2016: $278,060Liabilities 2016: $0Net Assets 2016: $278,0602016Assets 2017: $375,009Liabilities 2017: $181Net Assets 2017: $374,8282017Assets 2018: $416,161Liabilities 2018: $1,453Net Assets 2018: $414,7082018Assets 2019: $502,432Liabilities 2019: $1,517Net Assets 2019: $500,9152019Assets 2020: $582,498Liabilities 2020: $2,029Net Assets 2020: $580,4692020Assets 2021: $733,999Liabilities 2021: $1,729Net Assets 2021: $732,2702021Assets 2022: $921,656Liabilities 2022: $1,939Net Assets 2022: $919,7172022Assets 2024: $1,240,928Liabilities 2024: $9,085Net Assets 2024: $1,231,8432024Assets 2025: $1,541,972Liabilities 2025: $0Net Assets 2025: $1,541,9722025

Highlighted filing

2018

Assets$416,161
Liabilities$1,453
Net Assets$414,708

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2013: $557Expenses 2013: $557Net Income 2013: $02013Revenue 2014: $880Expenses 2014: $880Net Income 2014: $02014Revenue 2015: $1,020Expenses 2015: $50Net Income 2015: $9702015Revenue 2016: $277,119Expenses 2016: $29Net Income 2016: $277,0902016Revenue 2017: $137,339Expenses 2017: $40,571Net Income 2017: $96,7682017Revenue 2018: $132,361Expenses 2018: $92,481Net Income 2018: $39,8802018Revenue 2019: $232,005Expenses 2019: $145,798Net Income 2019: $86,2072019Revenue 2020: $229,371Expenses 2020: $149,817Net Income 2020: $79,5542020Revenue 2021: $262,830Expenses 2021: $111,029Net Income 2021: $151,8012021Revenue 2022: $358,776Expenses 2022: $171,329Net Income 2022: $187,4472022Revenue 2024: $770,874Expenses 2024: $641,923Net Income 2024: $128,9512024Revenue 2025: $1,156,988Expenses 2025: $846,859Net Income 2025: $310,1292025

Highlighted filing

2018

Revenue$132,361
Expenses$92,481
Net Income$39,880
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jun 18, 2018
Return Version
2017v2.2
Gross Receipts
$132,361
Mission and Program Overview

Mission

To establish, manage, operate and fund post secondary education and training of students with intellectual disabilities.

Program Services

DescriptionGrantsExpenses
Developing life skills and enhancement to adults with special needs. There are currently 11 participants in the program. Donated services and materials in the amount of 12,063.$92,480-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ursula JasoTeacherFT$29,390-$29,390
Samantha SanchezTeacherPT$11,200-$11,200
Alex E SosaTeacherPT$10,501-$10,501
Catherine WaldonPresidentPT$0--
Grover WaldonSecretary-$0--
Joshua WaldonTreasurer-$0--
Shawn KellyDirector-$0--
Lori KellyDirector-$0--
Bryan LynnDirector-$0--
Marti H RobertsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Independence Through GRACE
EIN
45-5228488
Phone
6613928715
Address
8416 Iron Oak Ct, Bakersfield, CA 93312

Signing Officer

Name
Catherine Waldon
Title
President
Signed
2018-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Wren Kelly CPAs LLP
Address
10000 Stockdale Hwy Ste 150, Bakersfield, CA 93311
Preparer
Shawn P Kelly
Phone
6613255115
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1036

Other Expenses.1003

Information Technology $1152

Other Expenses.1009

Depreciation $125

Other Expenses.1012

Insurance $2605

Other Expenses.1

Contract Services $7390

Other Expenses.2

Program Supplies $7039

Other Expenses.3

Workers Compensation Insurance $1711

Other Expenses.4

Automobile Expense $1290

Other Expenses.5

Miscellaneous $572

Other Expenses.6

License and Fees $398

Other Expenses.7

Telephone $303

Other Expenses.8

Staff Recruiting/Screening $247

Other Expenses.10

Mileage Reimbursement $147

Other Expenses.11

Equipment Rent $101

Other Expenses.12

Books and Subscriptions $70

Other Assets.1001

Automobiles - Beginning $0 Automobiles - Ending $4875

Total Liabilities.1

Payroll Taxes - Beginning $181 Payroll Taxes - Ending $1453

Raw XML Appendix196 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0277092
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132162
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IRS990ScheduleA/TotalSupportAmt0547812
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Contract Services $7390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Supplies $7039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Workers Compensation Insurance $1711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Automobile Expense $1290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9License and Fees $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Telephone $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Staff Recruiting/Screening $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Mileage Reimbursement $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Equipment Rent $101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Books and Subscriptions $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Automobiles - Beginning $0 Automobiles - Ending $4875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Payroll Taxes - Beginning $181 Payroll Taxes - Ending $1453
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine Waldon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Independence Through GRACE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0455228488
ReturnHeader/Filer/PhoneNum06613928715
ReturnHeader/Filer/USAddress/AddressLine1Txt08416 Iron Oak Ct
ReturnHeader/Filer/USAddress/CityNm0Bakersfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093312
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202909671
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wren Kelly CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010000 Stockdale Hwy Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093311
ReturnHeader/PreparerPersonGrp/PhoneNum06613255115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shawn P Kelly
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-18T15:19:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

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