Civic Intelligence

Access to Independence of San Diego Inc

EIN 51-0197097 • 501(c)3 • San Diego, CA

Profile

Access to Independence promotes full participation of people with disabilities.

8885 Rio San Diego Dr 135San Diego, CA 92108

www.accesstoindependence.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.31x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.31x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

5.0%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$137,492

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-4.9%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

5.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,124,670

Down $110,244 (-4.9%) from 2023

Liabilities

Down

$660,771

Down $215,927 (-25%) from 2023

Net Assets

Up

$1,463,899

Up $105,683 (+7.8%) from 2023

Revenue

Up

$2,110,931

Up $108,305 (+5.4%) from 2023

Expenses

Up

$2,005,248

Up $1,306 (+0.1%) from 2023

Net Income

Up

$105,683

Up $106,999 (+8131%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,714,498Liabilities 2010: $185,805Net Assets 2010: $1,528,6932010Assets 2011: $1,699,056Liabilities 2011: $130,879Net Assets 2011: $1,568,1772011Assets 2012: $1,630,415Liabilities 2012: $141,588Net Assets 2012: $1,488,8272012Assets 2013: $1,585,045Liabilities 2013: $103,898Net Assets 2013: $1,481,1472013Assets 2014: $1,518,144Liabilities 2014: $70,569Net Assets 2014: $1,447,5752014Assets 2015: $1,554,851Liabilities 2015: $75,709Net Assets 2015: $1,479,1422015Assets 2016: $1,558,837Liabilities 2016: $174,574Net Assets 2016: $1,384,2632016Assets 2017: $1,555,520Liabilities 2017: $171,382Net Assets 2017: $1,384,1382017Assets 2018: $1,500,207Liabilities 2018: $186,195Net Assets 2018: $1,314,0122018Assets 2019: $1,449,750Liabilities 2019: $144,144Net Assets 2019: $1,305,6062019Assets 2020: $1,435,905Liabilities 2020: $155,476Net Assets 2020: $1,280,4292020Assets 2021: $1,473,384Liabilities 2021: $151,505Net Assets 2021: $1,321,8792021Assets 2022: $1,545,756Liabilities 2022: $186,224Net Assets 2022: $1,359,5322022Assets 2023: $2,234,914Liabilities 2023: $876,698Net Assets 2023: $1,358,2162023Assets 2024: $2,124,670Liabilities 2024: $660,771Net Assets 2024: $1,463,8992024

Highlighted filing

2024

Assets$2,124,670
Liabilities$660,771
Net Assets$1,463,899

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,654,6472010Revenue 2011: $1,764,116Expenses 2011: $1,724,632Net Income 2011: $39,4842011Revenue 2012: $1,662,012Expenses 2012: $1,741,362Net Income 2012: -$79,3502012Expenses 2013: $1,659,9572013Revenue 2014: $1,745,878Expenses 2014: $1,779,450Net Income 2014: -$33,5722014Revenue 2015: $1,747,983Expenses 2015: $1,716,416Net Income 2015: $31,5672015Revenue 2016: $2,067,131Expenses 2016: $2,162,010Net Income 2016: -$94,8792016Revenue 2017: $1,981,389Expenses 2017: $1,981,514Net Income 2017: -$1252017Revenue 2018: $1,850,442Expenses 2018: $1,885,985Net Income 2018: -$35,5432018Revenue 2019: $1,929,344Expenses 2019: $1,937,750Net Income 2019: -$8,4062019Revenue 2020: $2,141,492Expenses 2020: $2,166,669Net Income 2020: -$25,1772020Revenue 2021: $2,091,543Expenses 2021: $2,050,093Net Income 2021: $41,4502021Revenue 2022: $2,382,101Expenses 2022: $2,344,448Net Income 2022: $37,6532022Revenue 2023: $2,002,626Expenses 2023: $2,003,942Net Income 2023: -$1,3162023Revenue 2024: $2,110,931Expenses 2024: $2,005,248Net Income 2024: $105,6832024

Highlighted filing

2024

Revenue$2,110,931
Expenses$2,005,248
Net Income$105,683

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.66$1.46$2.11$2.01$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.88$1.36$2.00$2.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.19$1.36$2.38$2.34$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.15$1.32$2.09$2.05$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.16$1.28$2.14$2.17$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.14$1.31$1.93$1.94$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.19$1.31$1.85$1.89$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.17$1.38$1.98$1.98$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.17$1.38$2.07$2.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.08$1.48$1.75$1.72$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.07$1.45$1.75$1.78$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.10$1.48$1.66
2012Summary only. Only limited summary data is available for this year.$1.63$0.14$1.49$1.66$1.74$0.08
2011Summary only. Only limited summary data is available for this year.$1.70$0.13$1.57$1.76$1.72$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.19$1.53$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 24, 2025
Return Version
2023v6.0
Gross Receipts
$2,110,931
Mission and Program Overview

Mission

Access to independence promotes full participation of people with disabilities; to help maintain, sustain, and maximize independence.

Access to independence promotes full participation of people with disabilities, to help maintain, sustain, and maximize independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,004,798$1,045,727▲ $40,929
Pledges and Grants Receivable$273,250$338,874▲ $65,624
Cash and Non-Interest-Bearing Accounts$119,721$145,863▲ $26,142
Prepaid Expenses and Deferred Charges$82,315$80,644▼ $1,671
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$2,234,914$2,124,670▼ $110,244
Other Assets Total$754,830$513,562▼ $241,268
Liabilities
Other Liabilities$790,429$539,157▼ $251,272
Accounts Payable and Accrued Expenses$86,269$121,614▲ $35,345
Total Liabilities$876,698$660,771▼ $215,927
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,358,216$1,463,899▲ $105,683
Total Net Assets Fund Balance$1,358,216$1,463,899▲ $105,683
Total Liabilities and Net Assets / Fund Balance$2,234,914$2,124,670▼ $110,244

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$278,937$278,937
Other Assets Org$487,450--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leticia ZunoExecutive DirectorFT$131,305$6,187$137,492

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,004,823
Program Service Revenue
$94,105
Investment Income
$9,738
Other Revenue
$2,265
All Other Contributions
$31,130
Change in Net Assets
$105,683

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,110,931
Total Revenue per Audited Statements
$2,110,931
Total Revenue per Form 990
$2,110,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,072,817
Other Expenses$932,431
Total Fundraising Expense$5,513
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$535,608$221,379$2,267$759,254
Occupancy$232,995$23,376$238$256,609
Current Officers, Directors, Trustees, and Key Employees$102,771$41,675$426$144,872
Other Employee Benefits$77,917$16,595$167$94,679
All Other Expenses$66,847$8,800$1,539$77,186
Travel$66,038$9,893$100$76,031
Payroll Taxes$60,909$12,972$131$74,012
Other Expenses$49,027$2,171$22$51,220
Fees for Services Other$3,427$34,635$350$38,412
Insurance$18,717$2,956$30$21,703
Total Functional Expenses$1,601,286$398,449$5,513$2,005,248

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,005,248
Total Expenses per Audited Statements$2,005,248
Total Expenses per Form 990$2,005,248
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$539,157
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
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, Section B, Line 11B

A draft is provided to the executive director and director of finance for review. Once reviewed, the executive director forwards to the board for review. Once the board informs the executive director that they have reviewed it, the final copy is forwarded to board chairperson for digital signature.

Form 990, Part VI, Section B, Line 12C

The organization has training annually regarding conflicts of interest. Managers, directors, and board members are required to disclose relationships that could be perceived as a conflict of interest. A w9 is required for all new vendors in order to monitor for potential conflicts.

Form 990, Part VI, Section B, Line 15A

The board reviews and approves compensation for the executive director. The board uses the methods checked above to determine compensation. The board also reviews and approves raises, bonus etc of every employee.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request at its corporate offices.

Filing and Contact Details

Filer

Filer Name
Access to Independence of San Diego Inc
EIN
51-0197097
Phone
6192933500
Address
8885 RIO SAN DIEGO DR 135, SAN DIEGO, CA 92108

Signing Officer

Name
Jhoonar Barrera
Title
Chair
Signed
2025-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jhoonar Barrera
Formed
1976
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
23
Volunteers
7

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Christopher M Roberts
Phone
6196155380
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Organization, a California, not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Organization has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure.

Raw XML AppendixShowing 400 of 469 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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IRS990/Desc0ACCESS TO INDEPENDENCE OF SAN DIEGO, INC. SERVES AS A CENTER FOR INDEPENDENT LIVING COMMITTED TO EMPOWERING INDIVIDUALS THROUGHOUT THE REGIONS OF SAN DIEGO, IMPERIAL, AND HONOLULU COUNTIES. EACH OF OUR BRANCHES PROVIDES ESSENTIAL SERVICES, INCLUDING TRANSITION, DIVERSION, PEER SUPPORT, PERSONAL ASSISTANCE, ADVOCACY, HOUSING, INDEPENDENT LIVING SKILLS TRAINING, AND INFORMATION AND REFERRAL. IN ADDITION TO THESE CORE OFFERINGS, WE DEVELOP TAILORED PROGRAMS DESIGNED TO ADDRESS THE SPECIFIC NEEDS OF OUR LOCAL COMMUNITIES, ENSURING THAT OUR INITIATIVES RESONATE MEANINGFULLY WITH THOSE WE SERVE.WE ARE GUIDED BY THE BELIEF THAT EVERY INDIVIDUAL DESERVES THE OPPORTUNITY TO FLOURISH. CONSEQUENTLY, ALL OUR SERVICES ARE PROVIDED AT NO COST TO INDIVIDUALS WITH DISABILITIES, IRRESPECTIVE OF AGE OR THE NATURE OF THE DISABILITY. OUR DEDICATION TO PROMOTING COMMUNITY INTEGRATION IS CENTRAL TO OUR MISSION, AS WE ADVOCATE FOR THE CREATION OF BARRIER-FREE ENVIRONMENTS.IN REFLECTING ON OUR ACCOMPLISHMENTS AS OF SEPTEMBER 30, 2024, WE ARE PLEASED TO REPORT THAT WE HAVE SERVED 743 CONSUMERS, OFFERED INFORMATION AND REFERRAL SERVICES TO 4,807 INDIVIDUALS, AND EFFECTIVELY ASSISTED 1,599 PEOPLE IN ACHIEVING THEIR INDEPENDENT LIVING OBJECTIVES WITH THE SUPPORT OF OUR DEDICATED STAFF. FURTHERMORE, WE DEVOTED 3,040 HOURS TO ADVOCACY EFFORTS AIMED AT FACILITATING SYSTEMIC CHANGE IN CRITICAL AREAS SUCH AS EMPLOYMENT, TRANSPORTATION, AND HEALTHCARE ACCESS. WE HAVE SUCCESSFULLY TRANSITIONED 62 INDIVIDUALS FROM INSTITUTIONAL SETTINGS TO COMMUNITY LIVING AND PROVIDED SUPPORT TO 90 YOUTH IN THEIR JOURNEY TO ADULTHOOD. TOGETHER, WE ARE MAKING A SIGNIFICANT IMPACT IN THE LIVES OF THOSE WE SERVE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
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IRS990/MissionDesc0ACCESS TO INDEPENDENCE PROMOTES FULL PARTICIPATION OF PEOPLE WITH DISABILITIES, TO HELP MAINTAIN, SUSTAIN, AND MAXIMIZE INDEPENDENCE.
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IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0535608
IRS990/OtherSalariesAndWagesGrp/TotalAmt0759254
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IRS990/PYSalariesCompEmpBnftPaidAmt01171345
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
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IRS990/RevenueAmt094105
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01004798
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02004823
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01989237
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010393047
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010393047
IRS990ScheduleA/TotalSupportAmt010447917
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Right of use assets
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lease Liabilities
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization, a California, not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Organization has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalExpensesPerForm990Amt02005248
IRS990ScheduleD/TotalLiabilityAmt0539157
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02005248
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT IS PROVIDED TO THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE FOR REVIEW. ONCE REVIEWED, THE EXECUTIVE DIRECTOR FORWARDS TO THE BOARD FOR REVIEW. ONCE THE BOARD INFORMS THE EXECUTIVE DIRECTOR THAT THEY HAVE REVIEWED IT, THE FINAL COPY IS FORWARDED TO BOARD CHAIRPERSON FOR DIGITAL SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS TRAINING ANNUALLY REGARDING CONFLICTS OF INTEREST. MANAGERS, DIRECTORS, AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE RELATIONSHIPS THAT COULD BE PERCEIVED AS A CONFLICT OF INTEREST. A W9 IS REQUIRED FOR ALL NEW VENDORS IN ORDER TO MONITOR FOR POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD USES THE METHODS CHECKED ABOVE TO DETERMINE COMPENSATION. THE BOARD ALSO REVIEWS AND APPROVES RAISES, BONUS ETC OF EVERY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS CORPORATE OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TotalAssetsEOYAmt02124670

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