Civic Intelligence

East Bay Services to the Developmentally Disabled

990 • Fiscal year 2018 • EIN 68-0033414

Nov 01, 2017 to Oct 31, 2018 • Filed on Jun 12, 2019

Organization ProfileN/A

View Organization Page

1870 Adobe StConcord, CA 94520

(825) 825-2091

Siviq Scores

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

Liabilities / Assets

28th percentile

0.03x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.06x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

53rd percentile

3.9%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$137,196

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

3.1%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$7,534,269

Up $94,246 (+1.3%) from 2017

Net Assets

Up

$7,274,263

Up $119,998 (+1.7%) from 2017

Liabilities

Down

$260,006

Down $25,752 (-9.0%) from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin53rd percentile

Revenue

Up

$4,639,041

Up $138,283 (+3.1%) from 2017

Expenses

Up

$4,459,228

Up $436,060 (+11%) from 2017

Net Income

Down

$179,813

Down $297,777 (-62%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,002,004Liabilities 2010: $172,114Net Assets 2010: $4,829,8902010Assets 2011: $5,176,697Liabilities 2011: $168,757Net Assets 2011: $5,007,9402011Assets 2012: $5,501,295Liabilities 2012: $189,047Net Assets 2012: $5,312,2482012Assets 2013: $5,839,196Liabilities 2013: $176,482Net Assets 2013: $5,662,7142013Assets 2014: $6,010,146Liabilities 2014: $194,423Net Assets 2014: $5,815,7232014Assets 2015: $6,240,558Liabilities 2015: $202,887Net Assets 2015: $6,037,6712015Assets 2016: $6,726,264Liabilities 2016: $206,248Net Assets 2016: $6,520,0162016Assets 2017: $7,440,023Liabilities 2017: $285,758Net Assets 2017: $7,154,2652017Assets 2018: $7,534,269Liabilities 2018: $260,006Net Assets 2018: $7,274,2632018Assets 2019: $8,192,146Liabilities 2019: $273,175Net Assets 2019: $7,918,9712019Assets 2020: $9,521,844Liabilities 2020: $992,746Net Assets 2020: $8,529,0982020Assets 2021: $10,343,095Liabilities 2021: $449,739Net Assets 2021: $9,893,3562021Assets 2022: $10,466,978Liabilities 2022: $371,556Net Assets 2022: $10,095,4222022Assets 2023: $11,956,231Liabilities 2023: $536,775Net Assets 2023: $11,419,4562023Assets 2024: $12,785,919Liabilities 2024: $415,536Net Assets 2024: $12,370,3832024

Highlighted filing

2018

Assets$7,534,269
Liabilities$260,006
Net Assets$7,274,263
Open 2018 Filing

Operations Trend

Revenue Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2010: $3,213,710Expenses 2010: $2,948,603Net Income 2010: $265,1072010Expenses 2011: $2,965,2032011Expenses 2012: $3,127,2712012Expenses 2013: $3,296,2502013Revenue 2014: $3,560,450Expenses 2014: $3,407,441Net Income 2014: $153,0092014Revenue 2015: $3,780,408Expenses 2015: $3,517,833Net Income 2015: $262,5752015Revenue 2016: $4,114,702Expenses 2016: $3,632,357Net Income 2016: $482,3452016Revenue 2017: $4,500,758Expenses 2017: $4,023,168Net Income 2017: $477,5902017Revenue 2018: $4,639,041Expenses 2018: $4,459,228Net Income 2018: $179,8132018Revenue 2019: $5,385,933Expenses 2019: $4,740,726Net Income 2019: $645,2072019Revenue 2020: $5,494,151Expenses 2020: $4,758,058Net Income 2020: $736,0932020Revenue 2021: $6,011,127Expenses 2021: $5,027,487Net Income 2021: $983,6402021Revenue 2022: $6,002,378Expenses 2022: $5,247,485Net Income 2022: $754,8932022Revenue 2023: $6,606,743Expenses 2023: $5,396,159Net Income 2023: $1,210,5842023Revenue 2024: $6,556,872Expenses 2024: $5,755,806Net Income 2024: $801,0662024

Highlighted filing

2018

Revenue$4,639,041
Expenses$4,459,228
Net Income$179,813
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Jun 12, 2019
Return Version
2017v2.2
Gross Receipts
$4,648,356
Mission and Program Overview

Mission

Provided various educational, training, counselling and social service programs to persons with developmental disabilities

Provided various educational, training, counselling and social service programs to persons with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,271,092$3,381,455▲ $110,363
Land, Buildings, and Equipment, Net$2,459,464$2,420,958▼ $38,506
Investments in Publicly Traded Securities$939,575$899,878▼ $39,697
Accounts Receivable$373,981$418,794▲ $44,813
Other Notes and Loans Receivable, Net$373,627$373,627→ $0
Prepaid Expenses and Deferred Charges$1,661$19,210▲ $17,549
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,440,023$7,534,269▲ $94,246
Other Assets Total$20,623$20,347▼ $276
Liabilities
Accounts Payable and Accrued Expenses$282,749$258,856▼ $23,893
Other Liabilities$3,009$1,150▼ $1,859
Total Liabilities$285,758$260,006▼ $25,752
Net Assets / Fund Balance
Unrestricted Net Assets$7,154,265$7,274,263▲ $119,998
Total Net Assets Fund Balance$7,154,265$7,274,263▲ $119,998
Total Liabilities and Net Assets / Fund Balance$7,440,023$7,534,269▲ $94,246

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$896,216$741,790$1,638,006
Land$1,479,980-$1,479,980
Equipment$33,581$317,370$350,951
Leasehold Improvements$7,496$318,350$325,846
Other Land Buildings$3,685$217,898$221,583
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sister Marygrace PuchacExecutive DirectorFT$122,070$15,126$137,196

Board Members and Trustees

NameTitle
John JacksonPresident
Doug WilliamsVice President
Alice PontiBoard Member
Bill MaimoneBoard Member
Cathie KolbBoard Member
Colleen CollBoard Member
Patricia J HamelBoard Member
Susan ManningBoard Member
Susen HickmanBoard Member
Patricia L NunnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$22,980
Program Service Revenue
$4,516,753
Investment Income
$19,625
Other Revenue
$79,683
All Other Contributions
$22,980
Change in Net Assets
$179,813

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,639,041
Revenue Not Reported on Form 990
$-50,500
Total Revenue per Audited Statements
$4,588,541
Total Revenue per Form 990
$4,639,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,279,852
Other Expenses$1,179,376
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,381,966$35,880-$2,417,846
Other Employee Benefits$419,712$25,488-$445,200
Fees for Services Other$243,174$41,285-$284,459
Occupancy$272,850$5,547-$278,397
Payroll Taxes$174,548$11,361-$185,909
Current Officers, Directors, Trustees, and Key Employees$69,772$69,772-$139,544
Insurance$86,226$5,440-$91,666
Pension Plan Contributions$83,875$7,478-$91,353
Depreciation Depletion$78,416$4,028-$82,444
Travel$68,459$2,177-$70,636
All Other Expenses$35,504$11,873-$47,377
Other Expenses$29,040$6,414-$35,454
Office Expenses$11,195$4,794-$15,989
Fees for Services Accounting-$12,600-$12,600
Fees for Service Investment Mgmnt Fees-$5,668-$5,668
Total Functional Expenses$4,163,339$295,889$0$4,459,228

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,468,543
Expenses per Audited Statements$4,459,228
Total Expenses per Form 990$4,459,228
Expenses Not Reported on Form 990$9,315
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
Rent security deposit$1,150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Line 11B: Form 990 Review Process

“The Form 990 is reviewed initially by the controller before it is submitted to Board Members for review prior to filing of the return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Organization maintains a conflict of interest policy and monitors the policy by requiring Board Members to attest annually to the existence of any conflicts.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Annual board review of management performances”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Annual board review of management performances”

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

“The governing documents, policies, financial statements may be made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
East Bay Services to the
EIN
68-0033414
Phone
8258252091
Address
1870 Adobe St, Concord, CA 94520

Signing Officer

Name
Sister Marygrace Puchac
Title
Executive Director
Signed
2019-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sister Marygrace Puchac
Formed
1985
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
77
Volunteers
10

Preparer

Firm
Iryna Ac
Address
1000 Broadway 200-G, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Day Training Program: Way of the Elders (WOE)Adult day training and functional skills programs designed specifically to meet the needs of adults with developmental disabilities. OTHER PROGRAM SERVICES 5: Independent Living Skills (ILS)Independent Living Skills program is a one-on-one training with developmentally disabled adults in the areas of nutrition, health, money management, household management and socialization. OTHER PROGRAM SERVICES 6: Open Door (OD)The primary purpose of this program is to provide environments and activities that allow adults to function as contributing citizens with full rights and responsibilities. The emphasis centers on functional experiences and skill development. The goal is acquisition of new skills and increased competence in personal development, daily living, job related tasks and use of leisure time. OTHER PROGRAM SERVICES 7: Center for Well Being (CWB)This is an innovative wellness program designed for persons with developmental disabilities. It utilizes traditional and proven alternative forms and creative methods of intervention, prevention, empowerment and support. A foundation assumption is that all individuals yearn to understand and direct their life process. Center for Well Being honors the whole self and addresses all aspects of wellness: physical, emotional, mental, social and environmental. OTHER PROGRAM SERVICES 8: Camino Nuevo (CN)The unique purpose of this program is to provide an environment and activities that maintain and increase current levels of functioning and skill acquisition. The commitment is to the whole person and the intent is to foster a high level of physical, mental, emotional, and social health and well-being within the context of each person's daily reality. Activities and training occur in the natural environments offered in the surrounding communities. The clients, who benefit most from the Camino Nuevo format, are those who can actively participate in a day activity model that provides experiences in the community. Special attention is given to those with certain barriers that may preclude placement in other day activity environments. These barriers can include cultural and language barriers, social or behavioral challenges. The program is committed to provide these individuals with experiences and environments that promote quality of life with an awareness of and optimal use of their abilities and is geared towards the Spanish speaking community. OTHER PROGRAM SERVICES 9: South East Asian Friendship Village (SEAFV)South East Asian Friendship Village program is rooted in the belief that all persons, regardless of age or disability, possess unlimited potential. The program activities honor that potential and encourage the individual in a journey of personal growth. The program strives to create a climate for optimal living, cultural awareness and a program that empowers the person to become active decision makers in her/his own lives and to live that life to the fullest degree. The unique purpose is to provide an environment and activities that maintain and increase current levels of functioning and skill acquisition. The commitment is to the whole person and the intent is to foster a high level of physical, mental, emotional and social health and well-being within the context of each person's daily reality. Activities and training occur in the natural environments offered in the surrounding communities. Special attention is given to those with certain barriers that may preclude placement in other day activity environments. These barriers can include cultural and language barriers, social or behavioral challenges.The program is committed to provide these individuals with experiences and environments that promote quality of life with an awareness of and optimal use of their abilities. This program is geared towards the Mein and Cambodian speaking communities.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and is exempt from California franchise taxes under similar state provisions.ASC 740-10 requires the Organization to determine whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. The Organization has no assets or liabilities related to uncertain tax positions. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Rental Income - Net $9315”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Rental Income - Net $9315”

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt128299
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IRS990/ProgSrvcAccomActy2Grp/Desc0Day Training Program: Way of the Elders (WOE)Adult day training and functional skills programs designed specifically to meet the needs of adults with developmental disabilities.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01086808
IRS990/ProgSrvcAccomActy3Grp/Desc0Residential Services: Concord House (CH)The program is designed to provide unique residential services, including skills training for adults with developmental disabilities (mental retardation, cerebral palsy, epilepsy, neurological handicaps, etc.) Services are provided from four locations, collectively known as the Concord House.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,534,269
Liabilities
$260,006
Net assets
$7,274,263
Revenue
$4,639,041
Expenses
$4,459,228
Net income
$179,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.42$12.4$6.56$5.76$0.80
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.54$11.4$6.61$5.40$1.21
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.37$10.1$6.00$5.25$0.75
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.45$9.89$6.01$5.03$0.98
2020Detailed filing. Detailed filing data is available for this year.$9.52$0.99$8.53$5.49$4.76$0.74
2019Detailed filing. Detailed filing data is available for this year.$8.19$0.27$7.92$5.39$4.74$0.65
2018Detailed filing. Detailed filing data is available for this year.$7.53$0.26$7.27$4.64$4.46$0.18
2017Detailed filing. Detailed filing data is available for this year.$7.44$0.29$7.15$4.50$4.02$0.48
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.21$6.52$4.11$3.63$0.48
2015Detailed filing. Detailed filing data is available for this year.$6.24$0.20$6.04$3.78$3.52$0.26
2014Detailed filing. Detailed filing data is available for this year.$6.01$0.19$5.82$3.56$3.41$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.18$5.66$3.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.19$5.31$3.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.17$5.01$2.97
2010Summary only. Only limited summary data is available for this year.$5.00$0.17$4.83$3.21$2.95$0.27