Civic Intelligence

Richard D Davis Foundation for the Developmentally Disabled Inc.

990EZ • Fiscal year 2018 • EIN 93-0977399

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 05, 2019

75 Rancho Camino DrivePomona, CA 91766

(909) 620-7722

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$105,305

Flat from 2018

Net Assets

Flat

$95,305

Flat from 2018

Liabilities

Flat

$10,000

Flat from 2018

Revenue And Expenses

Revenue

Flat

$53,804

Flat from 2018

Expenses

Flat

$76,459

Flat from 2018

Net Income

Flat

-$22,655

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $103,318Liabilities 2010: $0Net Assets 2010: $103,3182010Assets 2011: $109,895Liabilities 2011: $02011Assets 2012: $100,927Liabilities 2012: $0Net Assets 2012: $100,9272012Assets 2013: $107,541Liabilities 2013: $0Net Assets 2013: $107,5412013Assets 2014: $129,217Liabilities 2014: $0Net Assets 2014: $129,2172014Assets 2015: $133,290Liabilities 2015: $0Net Assets 2015: $133,2902015Assets 2016: $146,803Liabilities 2016: $0Net Assets 2016: $146,8032016Assets 2017: $117,960Liabilities 2017: $02017Assets 2018: $105,305Liabilities 2018: $10,000Net Assets 2018: $95,3052018Assets 2018: $105,305Liabilities 2018: $10,000Net Assets 2018: $95,3052018Assets 2019: $76,873Liabilities 2019: $0Net Assets 2019: $76,8732019Assets 2020: $90,459Liabilities 2020: $600Net Assets 2020: $89,8592020Assets 2021: $111,533Liabilities 2021: $8002021Assets 2022: $145,308Liabilities 2022: $02022Assets 2023: $164,503Liabilities 2023: $02023

Highlighted filing

2018

Assets$105,305
Liabilities$10,000
Net Assets$95,305

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $38,028Expenses 2010: $31,218Net Income 2010: $6,8102010Revenue 2011: $48,807Expenses 2011: $42,230Net Income 2011: $6,5772011Revenue 2012: $40,996Expenses 2012: $49,964Net Income 2012: -$8,9682012Revenue 2013: $49,573Expenses 2013: $42,959Net Income 2013: $6,6142013Revenue 2014: $69,123Expenses 2014: $47,447Net Income 2014: $21,6762014Revenue 2015: $58,235Expenses 2015: $54,163Net Income 2015: $4,0722015Revenue 2016: $80,875Expenses 2016: $67,362Net Income 2016: $13,5132016Revenue 2017: $61,473Expenses 2017: $90,316Net Income 2017: -$28,8432017Revenue 2018: $53,804Expenses 2018: $76,459Net Income 2018: -$22,6552018Revenue 2018: $53,804Expenses 2018: $76,459Net Income 2018: -$22,6552018Revenue 2019: $64,129Expenses 2019: $82,561Net Income 2019: -$18,4322019Revenue 2020: $65,249Expenses 2020: $52,263Net Income 2020: $12,9862020Revenue 2021: $43,451Expenses 2021: $25,677Net Income 2021: $17,7742021Revenue 2022: $51,860Expenses 2022: $17,285Net Income 2022: $34,5752022Revenue 2023: $51,992Expenses 2023: $32,797Net Income 2023: $19,1952023

Highlighted filing

2018

Revenue$53,804
Expenses$76,459
Net Income-$22,655
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 5, 2019
Return Version
2017v2.3
Gross Receipts
$81,436
Mission and Program Overview

Mission

In partnership with the san gabriel/pomona regional center, we seek to improve the quality of life of the developmentally disabled clients of the regional center and their families by providing assistance and activities which would otherwise not be available through the center or any other agency.

Program Services

DescriptionGrantsExpenses
RICHARD D. DAVIS FOUNDATION FOR THE DEVELOPMENTALLY DISABLED, INC. (THE FOUNDATION) WORKS IN PARTNERSHIP WITH SAN GABRIEL/POMONA VALLEYS DEVELOPMENTAL SERVICES, INC.(THE REGIONAL CENTER), A QUALIFIED IRC SECTION 501(C)(3) ORGANIZATION, TO FILL IN THE GAPS THAT WILL ALLOW PEOPLE WITH DEVELOPMENTAL DISABILITIES TO IMPROVE THEIR LIVES, PROMOTE CHOICE, GAIN INDEPENDENCE AND FULL INTEGRATION INTO COMMUNITY LIFE. THE FOUNDATION AND THE REGIONAL CENTER CURRENTLY PROVIDE SERVICES TO APPROXIMATELY 13,387 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN THE POMONA, EL MONTE, AND FOOTHILL HEALTH DISTRICTS OF LOS ANGELES COUNTY, CALIFORNIA.$32,752$32,752
THE HOLIDAY PROGRAM REACHOUT PROVIDES GROCERY AND GIFTS FOR CLIENTS IN NEED AND FAMILIES WITH SPECIAL EXTENUATING CIRCUMSTANCES, FOR WHICH NO OTHER SOURCE OF SUPPORT IS AVAILABLE.$24,485$24,485
HOME ESSENTIAL ENHANCEMENT PROGRAM PROVIDES AN OPPORTUNITY TO ADULT CLIENTS LIVING IN INDEPENDENT OR SUPPORTED LIVING PROGRAMS TO HAVE ACCESS TO FINANCIAL SUPPORT TO ENHANCE THEIR LIVING CONDITIONS WITH UPGRADES TO FURNITURE, APPLIANCES OR OTHER HOME NEEDS. THIS POPULATION HAS LIMITED RESOURCES THAT CAN ASSIST WITH THIS TYPE OF FINANCIAL SUPPORT. THE FOUNDATION IS SUPPORTING THIS PROJECT WITH AN INITIAL GRANT OF $25,000.$10,710$10,710
THE FOUNDATION ADMINISTERS A STUDENT SCHOLARSHIP PROGRAM TO TRAIN PRIMARY CONSUMERS, FAMILY MEMBERS OR CARETAKERS, EMPLOYEES OF THE REGIONAL CENTER, AND VENDORS OF SPECIAL EDUCATION PROGRAMS TO SERVE THE DEVELOPMENTALLY DISABLED AND THEIR FAMILIES.$5,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE KANOPresident-$0--
JACQUIE OHANESIANVice President-$0--
SAM YITreasurer / Secretary-$0--
VICTOR JENNINGSDirector-$0--
MICHELLE MAINEZDirector-$0--
VERDA O'DAYDirector-$0--
SHARON EHRIGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Scramble Tournament$74,810$33,632$10,066$23,566
Total Events$74,810$33,632$27,632$6,000
Filing and Contact Details

Filer

Filer Name
Richard D Davis Foundation for the
EIN
93-0977399
Phone
9096207722
Address
75 RANCHO CAMINO DRIVE, POMONA, CA 91766

Signing Officer

Name
John Hunt
Title
CFO
Phone
9096207722
Signed
2019-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 54.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: holiday program reachout. Grantee name: clients of san gabriel/pomona valleys regional grantee name: clients of san gabriel/pomona valleys regional. Grantee address: 75 rancho camino drive pomona, ca 91766. Grantee relationship: clients of san gabriel/pomona valleys regional center. Amount given: 24,485.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: urgent needs. Grantee name: clients of san gabriel/pomona valleys regional grantee name: clients of san gabriel/pomona valleys regional. Grantee address: 75 rancho camino drive pomona, ca 91766. Grantee relationship: clients of san gabriel/pomona valleys regional center. Amount given: 10,710.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: clients of san gabriel/pomona valleys regional grantee name: clients of san gabriel/pomona valleys regional. Grantee address: 75 rancho camino drive pomona, ca 91766. Grantee relationship: clients of san gabriel/pomona valleys regional center. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: special programs. Grantee name: clients of san gabriel/pomona valleys regional grantee name: clients of san gabriel/pomona valleys regional. Grantee address: 75 rancho camino drive pomona, ca 91766. Grantee relationship: clients of san gabriel/pomona valleys regional center. Amount given: 32,752. Total included on form 990-ez, line 10: 72,947.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 972. Description: accounting. Amount: 2,100. Description: general office. Amount: 440. Total to form 990-ez, line 16: 3,512.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 1,075. End of year amount: 1,000. Description: pledge receivable. Beg. Of year amount: 0. End of year amount: 7,500.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 10,000.

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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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IRS990EZ/PrimaryExemptPurposeTxt0IN PARTNERSHIP WITH THE SAN GABRIEL/POMONA REGIONAL CENTER, WE SEEK TO IMPROVE THE QUALITY OF LIFE OF THE DEVELOPMENTALLY DISABLED CLIENTS OF THE REGIONAL CENTER AND THEIR FAMILIES BY PROVIDING ASSISTANCE AND ACTIVITIES WHICH WOULD OTHERWISE NOT BE AVAILABLE THROUGH THE CENTER OR ANY OTHER AGENCY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RICHARD D. DAVIS FOUNDATION FOR THE DEVELOPMENTALLY DISABLED, INC. (THE FOUNDATION) WORKS IN PARTNERSHIP WITH SAN GABRIEL/POMONA VALLEYS DEVELOPMENTAL SERVICES, INC.(THE REGIONAL CENTER), A QUALIFIED IRC SECTION 501(C)(3) ORGANIZATION, TO FILL IN THE GAPS THAT WILL ALLOW PEOPLE WITH DEVELOPMENTAL DISABILITIES TO IMPROVE THEIR LIVES, PROMOTE CHOICE, GAIN INDEPENDENCE AND FULL INTEGRATION INTO COMMUNITY LIFE. THE FOUNDATION AND THE REGIONAL CENTER CURRENTLY PROVIDE SERVICES TO APPROXIMATELY 13,387 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN THE POMONA, EL MONTE, AND FOOTHILL HEALTH DISTRICTS OF LOS ANGELES COUNTY, CALIFORNIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE HOLIDAY PROGRAM REACHOUT PROVIDES GROCERY AND GIFTS FOR CLIENTS IN NEED AND FAMILIES WITH SPECIAL EXTENUATING CIRCUMSTANCES, FOR WHICH NO OTHER SOURCE OF SUPPORT IS AVAILABLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE FOUNDATION ADMINISTERS A STUDENT SCHOLARSHIP PROGRAM TO TRAIN PRIMARY CONSUMERS, FAMILY MEMBERS OR CARETAKERS, EMPLOYEES OF THE REGIONAL CENTER, AND VENDORS OF SPECIAL EDUCATION PROGRAMS TO SERVE THE DEVELOPMENTALLY DISABLED AND THEIR FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3HOME ESSENTIAL ENHANCEMENT PROGRAM PROVIDES AN OPPORTUNITY TO ADULT CLIENTS LIVING IN INDEPENDENT OR SUPPORTED LIVING PROGRAMS TO HAVE ACCESS TO FINANCIAL SUPPORT TO ENHANCE THEIR LIVING CONDITIONS WITH UPGRADES TO FURNITURE, APPLIANCES OR OTHER HOME NEEDS. THIS POPULATION HAS LIMITED RESOURCES THAT CAN ASSIST WITH THIS TYPE OF FINANCIAL SUPPORT. THE FOUNDATION IS SUPPORTING THIS PROJECT WITH AN INITIAL GRANT OF $25,000.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 54.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: HOLIDAY PROGRAM REACHOUT. GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL. GRANTEE ADDRESS: 75 RANCHO CAMINO DRIVE POMONA, CA 91766. GRANTEE RELATIONSHIP: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL CENTER. AMOUNT GIVEN: 24,485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: URGENT NEEDS. GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL. GRANTEE ADDRESS: 75 RANCHO CAMINO DRIVE POMONA, CA 91766. GRANTEE RELATIONSHIP: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL CENTER. AMOUNT GIVEN: 10,710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL. GRANTEE ADDRESS: 75 RANCHO CAMINO DRIVE POMONA, CA 91766. GRANTEE RELATIONSHIP: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL CENTER. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SPECIAL PROGRAMS. GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL GRANTEE NAME: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL. GRANTEE ADDRESS: 75 RANCHO CAMINO DRIVE POMONA, CA 91766. GRANTEE RELATIONSHIP: CLIENTS OF SAN GABRIEL/POMONA VALLEYS REGIONAL CENTER. AMOUNT GIVEN: 32,752. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 72,947.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: INSURANCE. AMOUNT: 972. DESCRIPTION: ACCOUNTING. AMOUNT: 2,100. DESCRIPTION: GENERAL OFFICE. AMOUNT: 440. TOTAL TO FORM 990-EZ, LINE 16: 3,512.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,075. END OF YEAR AMOUNT: 1,000. DESCRIPTION: PLEDGE RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 7,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09096207722
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD D DAVIS FOUNDATION FOR THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENTALLY DISABLED INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0930977399
ReturnHeader/Filer/PhoneNum09096207722
ReturnHeader/Filer/USAddress/AddressLine1Txt075 RANCHO CAMINO DRIVE
ReturnHeader/Filer/USAddress/CityNm0POMONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091766
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId034807A00DB7E8CE0F77EA9408E55F201CB9C4E9C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FAA4A87504889BA9051C5890A3D1561A7470D032
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.215.11.242
ReturnHeader/FilingSecurityInformation/IPDt02019-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:01:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908010087
ReturnHeader/PreparerPersonGrp/PhoneNum05624351191
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONITA M JOSEPH
ReturnHeader/ReturnTs02019-03-21T17:29:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.65$0.00$0.52$0.33$0.19
2022Summary only. Only limited summary data is available for this year.$1.45$0.00$0.52$0.17$0.35
2021Summary only. Only limited summary data is available for this year.$1.12$0.01$0.43$0.26$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.01$0.90$0.65$0.52$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.64$0.83$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.10$0.95$0.54$0.76$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.10$0.95$0.54$0.76$0.23
2017Summary only. Only limited summary data is available for this year.$1.18$0.00$0.61$0.90$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.81$0.67$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.58$0.54$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.69$0.47$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.50$0.43$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.41$0.50$0.09
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.49$0.42$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.38$0.31$0.07