Civic Intelligence

Autism Tree Project Inc.

990 • Fiscal year 2015 • EIN 71-0942573

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

2845 NIMITZ BOULEVARD Room CSan Diego, CA 92106

(619) 222-4465

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$288,176

Up $60,933 (+27%) from 2014

Net Assets

Up

$288,176

Up $61,988 (+27%) from 2014

Liabilities

Down

$0

Down $1,055 (-100%) from 2014

Revenue

Up

$330,863

Up $86,603 (+35%) from 2014

Expenses

Up

$271,925

Up $9,972 (+3.8%) from 2014

Net Income

Up

$58,938

Up $76,631 (+433%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $100,895Net Assets 2010: $100,8952010Assets 2011: $111,084Net Assets 2011: $111,0842011Assets 2013: $243,883Liabilities 2013: $0Net Assets 2013: $243,8832013Assets 2014: $227,243Liabilities 2014: $1,055Net Assets 2014: $226,1882014Assets 2015: $288,176Liabilities 2015: $0Net Assets 2015: $288,1762015Assets 2016: $337,504Liabilities 2016: $3,646Net Assets 2016: $333,8582016Assets 2017: $362,060Liabilities 2017: $15,286Net Assets 2017: $346,7742017Assets 2019: $220,404Liabilities 2019: $9,521Net Assets 2019: $210,8832019Assets 2020: $387,389Liabilities 2020: $173,355Net Assets 2020: $214,0342020Assets 2021: $471,194Liabilities 2021: $150,000Net Assets 2021: $321,1942021Assets 2022: $429,016Liabilities 2022: $150,000Net Assets 2022: $279,0162022Assets 2024: $370,526Liabilities 2024: $150,000Net Assets 2024: $220,5262024

Highlighted filing

2015

Assets$288,176
Liabilities$0
Net Assets$288,176

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $161,337Expenses 2010: $119,638Net Income 2010: $41,6992010Revenue 2011: $180,258Expenses 2011: $170,069Net Income 2011: $10,1892011Revenue 2013: $430,337Expenses 2013: $330,030Net Income 2013: $100,3072013Revenue 2014: $244,260Expenses 2014: $261,953Net Income 2014: -$17,6932014Revenue 2015: $330,863Expenses 2015: $271,925Net Income 2015: $58,9382015Revenue 2016: $368,205Expenses 2016: $323,027Net Income 2016: $45,1782016Revenue 2017: $372,278Expenses 2017: $360,981Net Income 2017: $11,2972017Revenue 2019: $408,197Expenses 2019: $413,385Net Income 2019: -$5,1882019Revenue 2020: $343,225Expenses 2020: $277,074Net Income 2020: $66,1512020Revenue 2021: $418,244Expenses 2021: $311,084Net Income 2021: $107,1602021Revenue 2022: $340,740Expenses 2022: $381,886Net Income 2022: -$41,1462022Revenue 2024: $477,889Expenses 2024: $422,555Net Income 2024: $55,3342024

Highlighted filing

2015

Revenue$330,863
Expenses$271,925
Net Income$58,938
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$337,579
Mission and Program Overview

Mission

To assist with education, advocacy, early intervention preschool screenings and mentoring for families impacted by autism.

Provide funding for research of autism, provide education to assit in the early diagnosis of autism and provide financial assistance for families with autistic children

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$184,456$205,086▲ $20,630
Cash and Non-Interest-Bearing Accounts$18,907$53,700▲ $34,793
Land, Buildings, and Equipment, Net$22,199$16,659▼ $5,540
Pledges and Grants Receivable-$8,000-
Investments in Publicly Traded Securities$3,419$4,731▲ $1,312
Total Assets$228,981$288,176▲ $59,195
Liabilities
Accounts Payable and Accrued Expenses$1,055--
Total Liabilities$1,055$0▼ $1,055
Net Assets / Fund Balance
Unrestricted Net Assets$227,926$288,176▲ $60,250
Total Net Assets Fund Balance$227,926$288,176▲ $60,250
Total Liabilities and Net Assets / Fund Balance$228,981$288,176▲ $59,195

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,200$3,800$19,000
Equipment$1,459$9,070$10,529
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert T HoffChairman
Calendula Chang-yocumDirector
Christen KugenerDirector
Curtis GabhartDirector
Dr Michael LevyDirector
Eric CusickDirector
Jordan BermanDirector
Linda TownsonDirector
Michael LeafDirector
Pablo FernandezDirector
Shane BrennanDirector
Dayna K HoffVolunteer Executive Director
Kathy Hoff-mooreC.f.o.
Cara LucierSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$335,708
Program Service Revenue
$1,538
Investment Income
$333
Other Revenue
$-6,716
All Other Contributions
$194,358
Change in Net Assets
$58,938

Audited Revenue Reconciliation

Revenue per Audited Statements
$330,863
Revenue Not Reported on Form 990
$8,028
Total Revenue per Audited Statements
$338,891
Total Revenue per Form 990
$330,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,103
Salaries, Compensation, and Employee Benefits$71,822
Total Fundraising Expense$25,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$41,089$15,083$8,855$65,027
Occupancy$2,892$11,552-$14,444
Travel-$5,665$5,665$11,330
Office Expenses$8,032$1,276$62$9,370
Information Technology-$7,827$708$8,535
Insurance$1,599$4,796-$6,395
Payroll Taxes$3,649$1,332$811$5,792
Depreciation Depletion-$5,540-$5,540
Fees for Services Accounting-$4,464-$4,464
Fees for Services Other$1,177-$2,726$3,903
All Other Expenses-$1,371-$1,371
Other Expenses$109,022$1,142$1,675$1,142
Other Employee Benefits$632$231$140$1,003
Total Functional Expenses$186,422$60,279$25,224$271,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$278,641
Expenses per Audited Statements$271,925
Total Expenses per Form 990$271,925
Expenses Not Reported on Form 990$6,716
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,716
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
9 Other Events$90,980-$6,412-
Giving Tuesday$45,585-$304-
Total Events$136,565-$6,716$-6,716
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
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 A, Line 2

Robert t. Hoff, chairman, is son of kathleen hoff-moore, cfo. Robert t. Hoff, chairman is married to dayna hoff, executive director.

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

All board members are given a copy of the conflict of interest policy annually and required to sign a consent form acknowledging that they have received and read the policy, and that they agree to disclose any potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

Financial statements and organizational documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Autism Tree Project Inc
EIN
71-0942573
Phone
6192224465
Address
2845 NIMITZ BOULEVARD Room C, SAN DIEGO, CA 92106
Doing Business As
Autism Tree Project Foundation

Signing Officer

Name
Kathy Hoff-moore
Title
CFO
Phone
6199808614
Signed
2016-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Hoff-moore
Formed
2003
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
11
Employees
5
Volunteers
1

Preparer

Firm
Andres D Garcia CPA
Address
4417 39th Street, San Diego, CA 92116
Preparer
Andres D Garcia CPA
Phone
8584319423
Supplemental Narrative

Financial Statement Notes

XI 2D

Direct special event expenses

XII 2D

Direct special event expenses

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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0231
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0632
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01003
IRS990/OtherExpensesGrp/Desc0COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc1CREDIT CARD PROCESSING
IRS990/OtherExpensesGrp/Desc2PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc3REPAIRS MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt04582
IRS990/OtherExpensesGrp/FundraisingAmt11675
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01142
IRS990/OtherExpensesGrp/ProgramServicesAmt018330
IRS990/OtherExpensesGrp/ProgramServicesAmt1109022
IRS990/OtherExpensesGrp/TotalAmt022912
IRS990/OtherExpensesGrp/TotalAmt11675
IRS990/OtherExpensesGrp/TotalAmt2109022
IRS990/OtherExpensesGrp/TotalAmt31142
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08855
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015083
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041089
IRS990/OtherSalariesAndWagesGrp/TotalAmt065027
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0811
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01332
IRS990/PayrollTaxesGrp/ProgramServicesAmt03649
IRS990/PayrollTaxesGrp/TotalAmt05792
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHY HOFF-MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01538
IRS990/ProgSrvcAccomActy2Grp/Desc0EARLY INTERVENTION PRESCHOOL SCREENING PROGRAM AND COMMUNITY OUTREACH TO INCREASE PUBLIC AWARENESS OF AUTISM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt098768
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTIVE PROGRAMS AND SERVICES FOR CHILDREN AND FAMILIES IMPACTED BY AUTISM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt056819
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0244680
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0276
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0197990
IRS990/PYRevenuesLessExpensesAmt0-18696
IRS990/PYSalariesCompEmpBnftPaidAmt065662
IRS990/PYTotalExpensesAmt0263652
IRS990/PYTotalRevenueAmt0244956
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt058938
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0184456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0205086
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0335708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0243880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0460178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0211985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0180190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01431941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0333
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02199
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0333
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01434140
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0337246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0244260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0460323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0212053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0180258
IRS990ScheduleA/Total509Grp/TotalAmt01434140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0337579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0244260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0460323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0212053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0180258
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01434473
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/EquipmentGrp/BookValueAmt01459
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09070
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010529
IRS990ScheduleD/ExpensesNotReportedAmt06716
IRS990ScheduleD/ExpensesSubtotalAmt0271925
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01312
IRS990ScheduleD/OtherExpensesIncludedAmt06716
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015200
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03800
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherRevenueAmt06716
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt08028
IRS990ScheduleD/RevenueSubtotalAmt0330863
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT SPECIAL EVENT EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT SPECIAL EVENT EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0XI 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1XII 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016659
IRS990ScheduleD/TotalExpensesPerForm990Amt0271925
IRS990ScheduleD/TotalRevenuePerForm990Amt0330863
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0338891
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0278641
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0136565
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045585
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt090980
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06716
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GIVING TUESDAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm09 OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045585

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$1.50$2.21$4.78$4.23$0.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$1.50$2.79$3.41$3.82$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$1.50$3.21$4.18$3.11$1.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$1.73$2.14$3.43$2.77$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.10$2.11$4.08$4.13$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.15$3.47$3.72$3.61$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.04$3.34$3.68$3.23$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$3.31$2.72$0.59
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.01$2.26$2.44$2.62$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$4.30$3.30$1.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.11$1.80$1.70$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$1.01$1.61$1.20$0.42