Civic Intelligence

Autism Tree Project Inc.

990 • Fiscal year 2016 • EIN 71-0942573

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 11, 2017

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

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$337,504

Up $49,328 (+17%) from 2015

Net Assets

Up

$333,858

Up $45,682 (+16%) from 2015

Liabilities

Up

$3,646

Up $3,646 from 2015

Revenue

Up

$368,205

Up $37,342 (+11%) from 2015

Expenses

Up

$323,027

Up $51,102 (+19%) from 2015

Net Income

Down

$45,178

Down $13,760 (-23%) from 2015

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

2016

Assets$337,504
Liabilities$3,646
Net Assets$333,858

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

2016

Revenue$368,205
Expenses$323,027
Net Income$45,178
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 11, 2017
Return Version
2016v3.0
Gross Receipts
$470,450
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$205,086$258,978▲ $53,892
Cash and Non-Interest-Bearing Accounts$53,700$54,915▲ $1,215
Land, Buildings, and Equipment, Net$16,659$12,257▼ $4,402
Pledges and Grants Receivable$8,000$6,000▼ $2,000
Investments in Publicly Traded Securities$4,731$5,354▲ $623
Total Assets$288,176$337,504▲ $49,328
Liabilities
Accounts Payable and Accrued Expenses-$3,646-
Total Liabilities$0$3,646▲ $3,646
Net Assets / Fund Balance
Unrestricted Net Assets$288,176$333,858▲ $45,682
Total Net Assets Fund Balance$288,176$333,858▲ $45,682
Total Liabilities and Net Assets / Fund Balance$288,176$337,504▲ $49,328

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,400$7,600$19,000
Equipment$857$9,672$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
Kathleen Hoff-mooreC.f.o.
Cara LucierSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$469,847
Program Service Revenue
$100
Investment Income
$503
Other Revenue
$-102,245
All Other Contributions
$161,626
Change in Net Assets
$45,178

Audited Revenue Reconciliation

Revenue per Audited Statements
$368,205
Revenue Not Reported on Form 990
$504
Total Revenue per Audited Statements
$368,709
Total Revenue per Form 990
$368,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,691
Salaries, Compensation, and Employee Benefits$92,336
Total Fundraising Expense$38,710
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,092$18,540$12,641$84,273
Occupancy$11,537$2,884-$14,421
Office Expenses$7,126$2,603$222$9,951
Travel-$3,898$5,846$9,744
Information Technology-$7,907$977$8,884
Conferences and Meetings-$7,364-$7,364
Payroll Taxes$4,588$1,602$1,093$7,283
Insurance$5,042$1,260-$6,302
Fees for Services Other-$6,290-$6,290
Fees for Services Accounting-$4,843-$4,843
Depreciation Depletion-$4,402-$4,402
Other Expenses$122,325$1,386$8,576$1,386
Other Employee Benefits$491$172$117$780
All Other Expenses-$370-$370
Total Functional Expenses$220,796$63,521$38,710$323,027

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$323,027
Total Expenses per Audited Statements$323,027
Total Expenses per Form 990$323,027
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$102,245
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$209,887-$23,473-
Other Events$93,904-$6,548-
Total Events$303,791-$102,245$-102,245
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
Yes
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
Kathleen Hoff-moore
Title
CFO
Phone
6192224465
Signed
2017-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Hoff-moore
Formed
2003
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
11
Employees
3
Volunteers
1

Preparer

Firm
Andres D Garcia CPA
Address
4417 39th Street, San Diego, CA 92116
Preparer
Andres D Garcia CPA
Phone
8584319423
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IRS990/OtherExpensesGrp/Desc3REPAIRS MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt09238
IRS990/OtherExpensesGrp/FundraisingAmt18576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01386
IRS990/OtherExpensesGrp/ProgramServicesAmt016595
IRS990/OtherExpensesGrp/ProgramServicesAmt1122325
IRS990/OtherExpensesGrp/TotalAmt025833
IRS990/OtherExpensesGrp/TotalAmt18576
IRS990/OtherExpensesGrp/TotalAmt2122325
IRS990/OtherExpensesGrp/TotalAmt31386
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012641
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018540
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053092
IRS990/OtherSalariesAndWagesGrp/TotalAmt084273
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01093
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01602
IRS990/PayrollTaxesGrp/ProgramServicesAmt04588
IRS990/PayrollTaxesGrp/TotalAmt07283
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHLEEN HOFF-MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0100
IRS990/ProgSrvcAccomActy2Grp/Desc0EARLY INTERVENTION PRESCHOOL SCREENING PROGRAM AND COMMUNITY OUTREACH TO INCREASE PUBLIC AWARENESS OF AUTISM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt099731
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTIVE PROGRAMS AND SERVICES FOR CHILDREN AND FAMILIES IMPACTED BY AUTISM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt092722
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0335708
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0333
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0200103
IRS990/PYOtherRevenueAmt0-6716
IRS990/PYProgramServiceRevenueAmt01538
IRS990/PYRevenuesLessExpensesAmt058938
IRS990/PYSalariesCompEmpBnftPaidAmt071822
IRS990/PYTotalExpensesAmt0271925
IRS990/PYTotalRevenueAmt0330863
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt045178
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0205086
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0258978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0469847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0335708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0243880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0460178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0211985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01721598
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0333
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0836
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01723829
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0469947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0337246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0244260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0460323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0212053
IRS990ScheduleA/Total509Grp/TotalAmt01723829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0470450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0337579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0244260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0460323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0212053
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01724665
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/BookValueAmt0857
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09672
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010529
IRS990ScheduleD/ExpensesSubtotalAmt0323027
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0504
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011400
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07600
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt0504
IRS990ScheduleD/RevenueSubtotalAmt0368205
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012257
IRS990ScheduleD/TotalExpensesPerForm990Amt0323027
IRS990ScheduleD/TotalRevenuePerForm990Amt0368205
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0368709
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0323027
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0303791
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0209887
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt093904
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0102245
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06323
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06323
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt032348
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt032348

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
2016Detailed filing. Detailed filing data is available for this year.$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