Civic Intelligence

Lifes Toolbox

990EZ • Fiscal year 2018 • EIN 47-2409338

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

17541 Prescott LnHuntington Beach, CA 92647

(714) 321-8915

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

28th percentile

-6.8%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Down

$1,541

Down $432 (-22%) from 2017

Net Assets

Down

$1,541

Down $432 (-22%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$6,312

Down $398 (-5.9%) from 2017

Expenses

Up

$6,744

Up $693 (+11%) from 2017

Net Income

Down

-$432

Down $1,091 (-166%) from 2017

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2014: $0Net Assets 2014: $02014Assets 2015: $0Net Assets 2015: $02015Assets 2016: $1,314Net Assets 2016: $1,3142016Assets 2017: $1,973Net Assets 2017: $1,9732017Assets 2018: $1,541Net Assets 2018: $1,5412018Assets 2019: $18,771Net Assets 2019: $18,7712019

Highlighted filing

2018

Assets$1,541
Liabilities-
Net Assets$1,541

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2014: $02014Revenue 2015: $02015Revenue 2016: $3,958Expenses 2016: $2,644Net Income 2016: $1,3142016Revenue 2017: $6,710Expenses 2017: $6,051Net Income 2017: $6592017Revenue 2018: $6,312Expenses 2018: $6,744Net Income 2018: -$4322018Revenue 2019: $27,196Expenses 2019: $9,966Net Income 2019: $17,2302019

Highlighted filing

2018

Revenue$6,312
Expenses$6,744
Net Income-$432
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Gross Receipts
$6,312
Mission and Program Overview

Mission

Learning life skills one activity at a time.

Program Services

DescriptionGrantsExpenses
Lifes Toolbox primary exempt purpose is to provide life skill classes to various population groups.$6,744-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNETTE HATALADirector-$0--
SALLY LESTERCFO-$0--
BETH BYRWASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lifes Toolbox
EIN
47-2409338
Phone
7143218915
Address
17541 PRESCOTT LN, HUNTINGTON BEACH, CA 92647

Signing Officer

Name
Sally Lester
Title
CFO
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Andrade & Associates Inc
Address
2186 W 190TH ST, TORRANCE, CA 90504-6103
Preparer
Timothy H Elkins
Phone
3106181040
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1757

Other Expenses.1002

Office Expenses $590

Other Expenses.1

RENT $1608

Other Expenses.2

SUPPLIES $885

Other Expenses.3

INSURANCE $735

Other Expenses.4

Dues and memberships $365

Other Expenses.5

THERAPY FEES $254

Other Expenses.6

BANK FEES $161

Other Expenses.7

FTB $10

Other Expenses.8

MISC FEES $9

Activities Not Previously Reported to the IRS

Lifes Toolbox started as a non-profit with a purpose to assist special needsindividuals and provided activities and life skill classes to teens with special needs.Typical activities and classes included gardening and agricultural lessons and activities,which sought to improve vocational training, build skills, teach coping methods, relieve stress, improve focus and aid in the assimilation of these individuals into society. In 2018, Lifes Toolbox expanded its operations to include veterans in need of assistance, aswell as aquatic work and water/pool therapy activities. The addition of veteran-relatedservices and these supplemental activities are in furtherance of the existing objectives of Lifes Toolbox and its charitable and educational purposes. In addition, Lifes Toolbox iscurrently exploring expanding to assist additional populations in furtherance of its charitable and educational purposes.

Changes to Organizing or Governing Documents

Lifes Toolbox started as a non-profit with a purpose to assist special needsindividuals and provided activities and life skill classes to teens with special needs.Typical activities and classes included gardening and agricultural lessons and activities,which sought to improve vocational training, build skills, teach coping methods, relieve stress, improve focus and aid in the assimilation of these individuals into society.In 2018, Lifes Toolbox expanded its operations to include veterans in need of assistance, as well as aquatic work and water/pool therapy activities. The addition of veteran-related services and these supplemental activities are in furtherance of the existing objectives of Lifes Toolbox and its charitable and educational purposes. In addition, Lifes Toolbox is currently exploring expanding to assist additional populations in furtherance of its charitable and educational purposes.To facilitate the additional activities described above, Lifes Toolbox amendedits Articles of Incorporation and Bylaws. Specifically, Lifes Toolbox amended itsArticles of Incorporation to broaden its specific purpose from to assist special needs individuals to to engage in charitable and educational activities within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, including to provide life skill classes to various population groups. A similar change to its purpose statement was amended in its bylaws.With these changes to its organizational documents, Lifes Toolbox now has the corporate power and stated purpose to assist additional populations that may benefitfrom its activities, including veterans, elderly, dementia patients, students withADHD/ADD and other learning disabilities, etc. While these populations may be in need of assistance and able to benefit from the activities offered by Lifes Toolbox, they may not all be deemed to be special needs individuals (as per original purpose of Lifes Toolbox). As a result, Lifes Toolbox amended its Articles of Incorporation and Bylawsto ensure that it is able to assist and address the needs of as many individuals as possible in furtherance of its charitable and educational purposes.

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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/ExplanationTxt1Office Expenses $590
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE $735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES AND MEMBERSHIPS $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERAPY FEES $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FTB $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISC FEES $9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Lifes Toolbox started as a non-profit with a purpose to assist special needsindividuals and provided activities and life skill classes to teens with special needs.Typical activities and classes included gardening and agricultural lessons and activities,which sought to improve vocational training, build skills, teach coping methods, relieve stress, improve focus and aid in the assimilation of these individuals into society. In 2018, Lifes Toolbox expanded its operations to include veterans in need of assistance, aswell as aquatic work and water/pool therapy activities. The addition of veteran-relatedservices and these supplemental activities are in furtherance of the existing objectives of Lifes Toolbox and its charitable and educational purposes. In addition, Lifes Toolbox iscurrently exploring expanding to assist additional populations in furtherance of its charitable and educational purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Lifes Toolbox started as a non-profit with a purpose to assist special needsindividuals and provided activities and life skill classes to teens with special needs.Typical activities and classes included gardening and agricultural lessons and activities,which sought to improve vocational training, build skills, teach coping methods, relieve stress, improve focus and aid in the assimilation of these individuals into society.In 2018, Lifes Toolbox expanded its operations to include veterans in need of assistance, as well as aquatic work and water/pool therapy activities. The addition of veteran-related services and these supplemental activities are in furtherance of the existing objectives of Lifes Toolbox and its charitable and educational purposes. In addition, Lifes Toolbox is currently exploring expanding to assist additional populations in furtherance of its charitable and educational purposes.To facilitate the additional activities described above, Lifes Toolbox amendedits Articles of Incorporation and Bylaws. Specifically, Lifes Toolbox amended itsArticles of Incorporation to broaden its specific purpose from to assist special needs individuals to to engage in charitable and educational activities within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, including to provide life skill classes to various population groups. A similar change to its purpose statement was amended in its bylaws.With these changes to its organizational documents, Lifes Toolbox now has the corporate power and stated purpose to assist additional populations that may benefitfrom its activities, including veterans, elderly, dementia patients, students withADHD/ADD and other learning disabilities, etc. While these populations may be in need of assistance and able to benefit from the activities offered by Lifes Toolbox, they may not all be deemed to be special needs individuals (as per original purpose of Lifes Toolbox). As a result, Lifes Toolbox amended its Articles of Incorporation and Bylawsto ensure that it is able to assist and address the needs of as many individuals as possible in furtherance of its charitable and educational purposes.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Activities Not Previously Reported to the IRS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY LESTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFES TOOLBOX
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0472409338
ReturnHeader/Filer/PhoneNum07143218915
ReturnHeader/Filer/USAddress/AddressLine1Txt017541 PRESCOTT LN
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562548165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDRADE & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02186 W 190TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0905046103
ReturnHeader/PreparerPersonGrp/PhoneNum03106181040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY H ELKINS
ReturnHeader/ReturnTs02019-06-24T11:43:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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