Civic Intelligence

A Broader Living Experience

EIN 68-0226748 • 501(c)3 • San Rafael, CA

Profile

Intermediate care facility for developmentally delayed adults.

25 De Anza WaySan Rafael, CA 94903

broaderliving.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

5.0%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Assets

Down

$781,654

Down $3,360 (-0.4%) from 2024

Liabilities

Down

$0

Down $18,027 (-100%) from 2024

Net Assets

Up

$781,654

Up $14,667 (+1.9%) from 2024

Revenue

Up

$1,476,588

Up $209,510 (+17%) from 2024

Expenses

Up

$1,451,835

Up $208,655 (+17%) from 2024

Net Income

Up

$24,753

Up $855 (+3.6%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $348,541Liabilities 2014: $0Net Assets 2014: $348,5412014Assets 2015: $429,995Liabilities 2015: $6,378Net Assets 2015: $423,6172015Assets 2016: $402,694Liabilities 2016: $0Net Assets 2016: $402,6942016Assets 2017: $496,834Liabilities 2017: $0Net Assets 2017: $496,8342017Assets 2018: $341,213Liabilities 2018: $821Net Assets 2018: $340,3922018Assets 2019: $423,392Liabilities 2019: $3,337Net Assets 2019: $420,0552019Assets 2021: $637,330Liabilities 2021: $129,012Net Assets 2021: $508,3182021Assets 2022: $675,217Liabilities 2022: $28,065Net Assets 2022: $647,1522022Assets 2023: $756,476Liabilities 2023: $46,336Net Assets 2023: $710,1402023Assets 2024: $785,014Liabilities 2024: $18,027Net Assets 2024: $766,9872024Assets 2025: $781,654Liabilities 2025: $0Net Assets 2025: $781,6542025

Highlighted filing

2025

Assets$781,654
Liabilities$0
Net Assets$781,654

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $639,043Expenses 2014: $649,097Net Income 2014: -$10,0542014Revenue 2015: $700,593Expenses 2015: $610,019Net Income 2015: $90,5742015Revenue 2016: $688,512Expenses 2016: $693,938Net Income 2016: -$5,4262016Revenue 2017: $800,605Expenses 2017: $737,332Net Income 2017: $63,2732017Revenue 2018: $769,948Expenses 2018: $895,523Net Income 2018: -$125,5752018Revenue 2019: $852,822Expenses 2019: $773,159Net Income 2019: $79,6632019Revenue 2021: $957,677Expenses 2021: $956,965Net Income 2021: $7122021Revenue 2022: $1,091,258Expenses 2022: $952,424Net Income 2022: $138,8342022Revenue 2023: $1,096,716Expenses 2023: $1,033,683Net Income 2023: $63,0332023Revenue 2024: $1,267,078Expenses 2024: $1,243,180Net Income 2024: $23,8982024Revenue 2025: $1,476,588Expenses 2025: $1,451,835Net Income 2025: $24,7532025

Highlighted filing

2025

Revenue$1,476,588
Expenses$1,451,835
Net Income$24,753

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.2
Gross Receipts
$1,476,588
Mission and Program Overview

Mission

Intermediate care facility for developmentally delayed adults.

Intermediate Care Facility for Developmentally Delayed Adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$273,275$296,394▲ $23,119
Land, Buildings, and Equipment, Net$292,529$282,378▼ $10,151
Cash and Non-Interest-Bearing Accounts$64,163$188,050▲ $123,887
Investments in Publicly Traded Securities$4,822$6,185▲ $1,363
Intangible Assets-$5,139-
Accounts Receivable$150,225$1,200▼ $149,025
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$785,014$781,654▼ $3,360
Other Assets Total-$2,308-
Liabilities
Accounts Payable and Accrued Expenses$18,027--
Total Liabilities$18,027$0▼ $18,027
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$766,987$781,654▲ $14,667
Total Net Assets Fund Balance$766,987$781,654▲ $14,667
Total Liabilities and Net Assets / Fund Balance$785,014$781,654▼ $3,360

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$49,635$326,532$376,167
Buildings$57,743$168,877$226,620
Land$175,000-$175,000
Leasehold Improvements-$116,244$116,244
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alice WolfgrammAdm AssistFT$120,707$120,707
Sam YatesExecutive DirectorFT$117,745$117,745

Board Members and Trustees

NameTitle
Daniel KramerPresident
Steven HershfieldVice President
Brian JonesDirector
Jeanne McGuireDirector
Laverne PrageDirector
Terry JonesDirector
Eve HolguinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,456
Program Service Revenue
$1,423,762
Investment Income
$11,820
Other Revenue
$550
All Other Contributions
$40,456
Change in Net Assets
$24,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,155,628
Other Expenses$296,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$807,950$142,579-$950,529
Current Officers, Directors, Trustees, and Key Employees$100,083$17,662-$117,745
Payroll Taxes$60,696$10,711-$71,407
Insurance$45,573$8,042-$53,615
Fees for Services Other$17,179$3,031-$20,210
Fees for Services Accounting$11,988$2,116-$14,104
Depreciation Depletion$9,356$1,651-$11,007
Other Employee Benefits$8,423$1,486-$9,909
Occupancy$7,035$1,241-$8,276
Other Expenses$6,158$1,087-$7,245
All Other Expenses$5,849$1,032-$6,881
Pension Plan Contributions$5,132$906-$6,038
Office Expenses$2,061$364-$2,425
Total Functional Expenses$1,234,061$217,774$0$1,451,835
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Married: Terry Jones and Brian Jones, Board Members

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

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

Filing and Contact Details

Filer

Filer Name
A Broader Living Experience
EIN
68-0226748
Phone
4154578158
Address
25 De Anza Way, San Rafael, CA 94903

Signing Officer

Name
Eve Holguin
Title
Treasurer
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Holguin
Formed
1990
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
28

Preparer

Firm
OConnor & Company
Address
1701 Novato Blvd Ste 302, Novato, CA 94947
Preparer
Michael O'Connor
Phone
4154571215
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05132
IRS990/PensionPlanContributionsGrp/TotalAmt06038
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Eve Holguin
IRS990/PriorPeriodAdjustmentsAmt0-10086
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/Desc0Medicare
IRS990/ProgramServiceRevenueGrp/Desc1Transportation
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01378682
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01378682
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145080
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt051061
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09948
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0403304
IRS990/PYOtherRevenueAmt01275
IRS990/PYProgramServiceRevenueAmt01204794
IRS990/PYRevenuesLessExpensesAmt023898
IRS990/PYSalariesCompEmpBnftPaidAmt0839876
IRS990/PYTotalExpensesAmt01243180
IRS990/PYTotalRevenueAmt01267078
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024753
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0273275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0296394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125047
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0324823
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt01423762
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt01204795
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt01022697
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0966211
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0921519
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt05538984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010792
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020740
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99650
IRS990ScheduleA/PublicSupportPY170Pct00.99790
IRS990ScheduleA/PublicSupportTotal170Amt05863807
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01464218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01255856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01094798
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01091258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0957677
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05863807
IRS990ScheduleA/TotalSupportAmt05884547
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt057743
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0168877
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0226620
IRS990ScheduleD/EquipmentGrp/BookValueAmt049635
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0326532
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0376167
IRS990ScheduleD/LandGrp/BookValueAmt0175000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0116244
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0116244
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0282378
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Married: Terry Jones and Brian Jones, Board Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0785014
IRS990/TotalAssetsEOYAmt0781654
IRS990/TotalAssetsGrp/BOYAmt0785014
IRS990/TotalAssetsGrp/EOYAmt0781654
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt040456
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0217774
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01234061
IRS990/TotalFunctionalExpensesGrp/TotalAmt01451835
IRS990/TotalGrossUBIAmt00

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