Civic Intelligence

Family Resource Network a Calif Non-Profit Public Benefit Corp

990 • Fiscal year 2014 • EIN 68-0277688

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2015

5250 Claremont Avenue95207

(209) 472-3674

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

61st percentile

8.2%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

0.4%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$314,709

Up $21,211 (+7.2%) from 2013

Net Assets

Up

$293,564

Up $21,330 (+7.8%) from 2013

Liabilities

Down

$21,145

Down $119 (-0.6%) from 2013

Revenue

Up

$261,168

Up $1,010 (+0.4%) from 2013

Expenses

Up

$239,838

Up $11,872 (+5.2%) from 2013

Net Income

Down

$21,330

Down $10,862 (-34%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $225,276Liabilities 2010: $11,768Net Assets 2010: $213,5082010Assets 2011: $224,625Liabilities 2011: $9,982Net Assets 2011: $214,6432011Assets 2012: $255,554Liabilities 2012: $15,512Net Assets 2012: $240,0422012Assets 2013: $293,498Liabilities 2013: $21,264Net Assets 2013: $272,2342013Assets 2014: $314,709Liabilities 2014: $21,145Net Assets 2014: $293,5642014Assets 2015: $322,452Liabilities 2015: $18,570Net Assets 2015: $303,8822015Assets 2016: $341,205Liabilities 2016: $27,686Net Assets 2016: $313,5192016Assets 2017: $327,453Liabilities 2017: $18,139Net Assets 2017: $309,3142017Assets 2018: $345,979Liabilities 2018: $14,707Net Assets 2018: $331,2722018Assets 2019: $374,503Liabilities 2019: $13,684Net Assets 2019: $360,8192019Assets 2020: $389,073Liabilities 2020: $23,674Net Assets 2020: $365,3992020Assets 2021: $388,917Liabilities 2021: $18,000Net Assets 2021: $370,9172021Assets 2022: $492,313Liabilities 2022: $81,942Net Assets 2022: $410,3712022Assets 2023: $507,539Liabilities 2023: $82,893Net Assets 2023: $424,6462023Assets 2024: $518,491Liabilities 2024: $25,362Net Assets 2024: $493,1292024Assets 2025: $538,074Liabilities 2025: $31,406Net Assets 2025: $506,6682025

Highlighted filing

2014

Assets$314,709
Liabilities$21,145
Net Assets$293,564

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $198,605Expenses 2010: $190,783Net Income 2010: $7,8222010Revenue 2011: $179,092Expenses 2011: $177,957Net Income 2011: $1,1352011Revenue 2012: $265,542Expenses 2012: $240,143Net Income 2012: $25,3992012Revenue 2013: $260,158Expenses 2013: $227,966Net Income 2013: $32,1922013Revenue 2014: $261,168Expenses 2014: $239,838Net Income 2014: $21,3302014Revenue 2015: $255,105Expenses 2015: $244,787Net Income 2015: $10,3182015Revenue 2016: $259,385Expenses 2016: $249,748Net Income 2016: $9,6372016Revenue 2017: $220,994Expenses 2017: $225,199Net Income 2017: -$4,2052017Revenue 2018: $267,102Expenses 2018: $245,144Net Income 2018: $21,9582018Revenue 2019: $284,280Expenses 2019: $254,733Net Income 2019: $29,5472019Revenue 2020: $282,177Expenses 2020: $277,597Net Income 2020: $4,5802020Revenue 2021: $227,067Expenses 2021: $221,549Net Income 2021: $5,5182021Revenue 2022: $280,756Expenses 2022: $241,303Net Income 2022: $39,4532022Revenue 2023: $341,381Expenses 2023: $327,106Net Income 2023: $14,2752023Revenue 2024: $487,843Expenses 2024: $419,360Net Income 2024: $68,4832024Revenue 2025: $615,559Expenses 2025: $602,021Net Income 2025: $13,5382025

Highlighted filing

2014

Revenue$261,168
Expenses$239,838
Net Income$21,330
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$261,168
Mission and Program Overview

Mission

Family support services:- to make a positive difference in the lives of children with special needs and disabilities by empowering parents and gare givers.- provide practical information and emotional support.- appreciate the role of parents as the most important expert and advocate in the lives of their children.- and foster a sense of community allowing parents and professionals to learn from shared ideas and experience.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$248,362$254,413▲ $6,051
Accounts Receivable$39,960$55,480▲ $15,520
Prepaid Expenses and Deferred Charges$1,840$2,859▲ $1,019
Land, Buildings, and Equipment, Net$2,536$1,157▼ $1,379
Savings and Temporary Cash Investments-$0-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$293,498$314,709▲ $21,211
Other Assets Total$800$800→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,942$17,255▲ $1,313
Deferred Revenue$5,322$3,890▼ $1,432
Total Liabilities$21,264$21,145▼ $119
Net Assets / Fund Balance
Unrestricted Net Assets$266,718$288,524▲ $21,806
Temporarily Rstr Net Assets$5,516$5,040▼ $476
Total Net Assets Fund Balance$272,234$293,564▲ $21,330
Total Liabilities and Net Assets / Fund Balance$293,498$314,709▲ $21,211

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,157$14,828$15,985
Compensation and Service Providers

Board Members and Trustees

NameTitle
Beverly KlunkPresident
Judy MurrayBoard Member
Sue ChinchioloBoard Member
Susie WongBoard Member
Kathy WernerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$261,168
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$37,656
Change in Net Assets
$21,330

Audited Revenue Reconciliation

Revenue per Audited Statements
$261,168
Total Revenue per Audited Statements
$261,168
Total Revenue per Form 990
$261,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,716
Salaries, Compensation, and Employee Benefits$117,122
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$107,165$192-$107,357
Occupancy$31,131$45-$31,176
Office Expenses$14,953$16-$14,969
All Other Expenses$13,716$28-$13,744
Payroll Taxes$9,755$10-$9,765
Fees for Services Accounting$8,503$9-$8,512
Other Expenses$5,828$12-$5,840
Insurance$3,274$7-$3,281
Travel$2,805$6-$2,811
Depreciation Depletion$1,376$3-$1,379
Total Functional Expenses$239,446$392$0$239,838

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$239,838
Total Expenses per Audited Statements$239,838
Total Expenses per Form 990$239,838
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
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
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, Line 11B: Form 990 Review Process

Form 990 is reviewed by the board of directors and the executive director prior to filing.

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

Compensation review is done annually with performance reviews performed by the board.

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

UPON REQUEST

Filing and Contact Details

Filer

EIN
68-0277688
Phone
2094723674

Signing Officer

Name
Beverly Klunk
Title
President
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
4

Preparer

Preparer
Mark Croce
Phone
2099381010
Supplemental Narrative

Additional Explanations

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

Other program services 4: symposium - parent support services other program services 5: healing hearts society - financial support for funeral expenses for families of children with special needs. Other program services 6: the california wellness foundation - core operating support to empower parents and caregivers to make positive health differences in the lives of children with special needs.

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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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IRS990/PYContributionsGrantsAmt0260158
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0110165
IRS990/PYRevenuesLessExpensesAmt032192
IRS990/PYSalariesCompEmpBnftPaidAmt0117801
IRS990/PYTotalExpensesAmt0227966
IRS990/PYTotalRevenueAmt0260158
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt021330
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0165194
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0245648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0274077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0270541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0189675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01178547
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01178547
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0245648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0274077
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0270541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0189675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198606
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01178547
IRS990ScheduleA/TotalSupportAmt01178547
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01157
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014828
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015985
IRS990ScheduleD/ExpensesSubtotalAmt0239838
IRS990ScheduleD/RevenueSubtotalAmt0261168
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01157
IRS990ScheduleD/TotalExpensesPerForm990Amt0239838
IRS990ScheduleD/TotalRevenuePerForm990Amt0261168
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0261168
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0239838
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: SYMPOSIUM - PARENT SUPPORT SERVICES OTHER PROGRAM SERVICES 5: HEALING HEARTS SOCIETY - FINANCIAL SUPPORT FOR FUNERAL EXPENSES FOR FAMILIES OF CHILDREN WITH SPECIAL NEEDS. OTHER PROGRAM SERVICES 6: THE CALIFORNIA WELLNESS FOUNDATION - CORE OPERATING SUPPORT TO EMPOWER PARENTS AND CAREGIVERS TO MAKE POSITIVE HEALTH DIFFERENCES IN THE LIVES OF CHILDREN WITH SPECIAL NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation review is done annually with performance reviews performed by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05516
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05040
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0314709
IRS990/TotalAssetsGrp/BOYAmt0293498
IRS990/TotalAssetsGrp/EOYAmt0314709
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IRS990/TotalEmployeeCnt04
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0239446
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239838
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt021145
IRS990/TotalLiabilitiesGrp/BOYAmt021264
IRS990/TotalLiabilitiesGrp/EOYAmt021145
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0272234
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0293564
IRS990/TotalOtherProgSrvcExpenseAmt025698
IRS990/TotalOtherProgSrvcRevenueAmt026423
IRS990/TotalProgramServiceExpensesAmt0239446
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261168
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0293498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0314709
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt06
IRS990/TravelGrp/ProgramServicesAmt02805
IRS990/TravelGrp/TotalAmt02811
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0266718
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0288524
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.frcn.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY KLUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Family Resource Network
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0680277688
ReturnHeader/Filer/PhoneNum02094723674
ReturnHeader/Filer/USAddress/AddressLine105250 Claremont Avenue
ReturnHeader/Filer/USAddress/City0Stockton
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Croce Sanguinetti & Vander Veen Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103520 Brookside Rd Ste 141

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.31$5.07$6.16$6.02$0.14
2024Detailed filing. Detailed filing data is available for this year.$5.18$0.25$4.93$4.88$4.19$0.68
2023Summary only. Only limited summary data is available for this year.$5.08$0.83$4.25$3.41$3.27$0.14
2022Summary only. Only limited summary data is available for this year.$4.92$0.82$4.10$2.81$2.41$0.39
2021Summary only. Only limited summary data is available for this year.$3.89$0.18$3.71$2.27$2.22$0.06
2020Summary only. Only limited summary data is available for this year.$3.89$0.24$3.65$2.82$2.78$0.05
2019Summary only. Only limited summary data is available for this year.$3.75$0.14$3.61$2.84$2.55$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.15$3.31$2.67$2.45$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.18$3.09$2.21$2.25$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.28$3.14$2.59$2.50$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.19$3.04$2.55$2.45$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.15$0.21$2.94$2.61$2.40$0.21
2013Summary only. Only limited summary data is available for this year.$2.93$0.21$2.72$2.60$2.28$0.32
2012Summary only. Only limited summary data is available for this year.$2.56$0.16$2.40$2.66$2.40$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.10$2.15$1.79$1.78$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.12$2.14$1.99$1.91$0.08
Peer Organizations

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