Civic Intelligence

Becoming Independent

990 • Fiscal year 2021 • EIN 94-2641147

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

Organization Profilebecomingindependent.org

View Organization Page

1455 Corporate Center ParkwaySanta Rosa, CA 95407

(707) 524-6600

Siviq Scores

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

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.08x

Higher debt load relative to revenue than 26% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

82nd percentile

42%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$211,861

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

29%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$17,447,433

Up $3,326,596 (+24%) from 2020

Net Assets

Up

$16,034,694

Up $8,004,975 (+100%) from 2020

Liabilities

Down

$1,412,739

Down $4,678,379 (-77%) from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin82nd percentile

Revenue

Up

$18,471,031

Up $4,205,597 (+29%) from 2020

Expenses

Down

$10,713,876

Down $3,172,495 (-23%) from 2020

Net Income

Up

$7,757,155

Up $7,378,092 (+1946%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2010: $12,681,748Liabilities 2010: $6,511,188Net Assets 2010: $6,170,5602010Assets 2011: $12,924,577Liabilities 2011: $6,136,035Net Assets 2011: $6,788,5422011Assets 2012: $12,551,682Liabilities 2012: $5,797,168Net Assets 2012: $6,754,5142012Assets 2013: $12,392,517Liabilities 2013: $5,818,405Net Assets 2013: $6,574,1122013Assets 2014: $12,869,172Liabilities 2014: $5,734,910Net Assets 2014: $7,134,2622014Assets 2015: $12,128,436Liabilities 2015: $5,081,781Net Assets 2015: $7,046,6552015Assets 2016: $11,788,033Liabilities 2016: $4,825,322Net Assets 2016: $6,962,7112016Assets 2017: $11,628,593Liabilities 2017: $4,573,705Net Assets 2017: $7,054,8882017Assets 2018: $11,262,967Liabilities 2018: $4,150,285Net Assets 2018: $7,112,6822018Assets 2019: $11,412,420Liabilities 2019: $3,834,550Net Assets 2019: $7,577,8702019Assets 2020: $14,120,837Liabilities 2020: $6,091,118Net Assets 2020: $8,029,7192020Assets 2021: $17,447,433Liabilities 2021: $1,412,739Net Assets 2021: $16,034,6942021Assets 2022: $23,196,073Liabilities 2022: $1,404,488Net Assets 2022: $21,791,5852022Assets 2023: $26,241,697Liabilities 2023: $1,891,734Net Assets 2023: $24,349,9632023Assets 2024: $30,310,008Liabilities 2024: $1,025,825Net Assets 2024: $29,284,1832024Assets 2025: $35,182,430Liabilities 2025: $1,677,748Net Assets 2025: $33,504,6822025

Highlighted filing

2021

Assets$17,447,433
Liabilities$1,412,739
Net Assets$16,034,694
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $13,696,2042010Expenses 2011: $14,040,2332011Expenses 2012: $13,971,1082012Expenses 2013: $13,947,9932013Revenue 2014: $14,364,998Expenses 2014: $13,931,361Net Income 2014: $433,6372014Revenue 2015: $13,683,855Expenses 2015: $13,708,563Net Income 2015: -$24,7082015Revenue 2016: $13,406,014Expenses 2016: $13,424,408Net Income 2016: -$18,3942016Revenue 2017: $13,931,819Expenses 2017: $13,941,451Net Income 2017: -$9,6322017Revenue 2018: $14,588,383Expenses 2018: $14,234,362Net Income 2018: $354,0212018Revenue 2019: $13,735,637Expenses 2019: $13,367,722Net Income 2019: $367,9152019Revenue 2020: $14,265,434Expenses 2020: $13,886,371Net Income 2020: $379,0632020Revenue 2021: $18,471,031Expenses 2021: $10,713,876Net Income 2021: $7,757,1552021Revenue 2022: $15,817,170Expenses 2022: $9,295,415Net Income 2022: $6,521,7552022Revenue 2023: $14,002,768Expenses 2023: $11,677,335Net Income 2023: $2,325,4332023Revenue 2024: $16,931,855Expenses 2024: $12,311,671Net Income 2024: $4,620,1842024Revenue 2025: $18,384,785Expenses 2025: $14,434,410Net Income 2025: $3,950,3752025

Highlighted filing

2021

Revenue$18,471,031
Expenses$10,713,876
Net Income$7,757,155
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$20,267,876
Mission and Program Overview

Mission

Elevating human abilities for the mutual benefit of our community.

Promoting community inclusion and participation for people with developmental disabilities. Becoming Independent is a community-based services organization established over 50 years ago to help people with disabilities live meaningful and productive lives in Sonoma and Marin counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,256,385$5,462,898▲ $3,206,513
Land, Buildings, and Equipment, Net$4,993,303$4,144,139▼ $849,164
Cash and Non-Interest-Bearing Accounts$3,584,702$4,009,946▲ $425,244
Investments in Publicly Traded Securities$1,895,456$2,498,999▲ $603,543
Accounts Receivable$1,107,704$1,160,415▲ $52,711
Prepaid Expenses and Deferred Charges$236,878$114,130▼ $122,748
Inventories for Sale or Use$2,950$0▼ $2,950
Total Assets$14,120,837$17,447,433▲ $3,326,596
Other Assets Total$43,459$56,906▲ $13,447
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,587,356$0▼ $2,587,356
Unsecured Notes Loans Payable$2,071,204$0▼ $2,071,204
Accounts Payable and Accrued Expenses$1,432,558$1,412,739▼ $19,819
Total Liabilities$6,091,118$1,412,739▼ $4,678,379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,880,037$15,692,078▲ $7,812,041
Net Assets With Donor Restrictions$149,682$342,616▲ $192,934
Total Net Assets Fund Balance$8,029,719$16,034,694▲ $8,004,975
Total Liabilities and Net Assets / Fund Balance$14,120,837$17,447,433▲ $3,326,596

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,576,644$2,049,157$3,625,801
Other Land Buildings$401,584$1,610,061$2,011,645
Land$1,935,000-$1,935,000
Equipment$217,057$413,412$630,469
Leasehold Improvements$13,854$19,396$33,250
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luana VaetoeChief Executive OfficerFT$196,936$14,925$211,861
Paula Kraus FinleyChief of ServicesFT$144,941$12,116$157,057
Renee NorrisChief Financial OfficerFT$138,717$4,889$143,606
James CoxDirector of Community ServicesFT$107,154$6,350$113,504

Board Members and Trustees

NameTitle
Donna CatesPast President
David HousePresident
Joerg OlsonVice President
Bryan WrightMember
Carrie MauritsonMember
Owen CateMember
Sharon MaioliniMember
Nicholas DieterSecretary
Bonnie BurrellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,137,364
Program Service Revenue
$13,490,148
Investment Income
$1,786,401
Other Revenue
$57,118
All Other Contributions
$609,182
Change in Net Assets
$7,757,155

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,519,377
Revenue Not Reported on Financial Statements
$-48,346
Revenue Not Reported on Form 990
$256,569
Other Revenue Adjustments
$-48,346
Total Revenue per Audited Statements
$18,775,946
Total Revenue per Form 990
$18,471,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,859,991
Other Expenses$1,853,885
Total Fundraising Expense$368,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,391,119$516,205$204,277$7,111,601
Other Employee Benefits$745,715$41,668$20,050$807,433
Payroll Taxes$619,855$51,450$17,899$689,204
Depreciation Depletion$368,146$11,504$4,930$384,580
Current Officers, Directors, Trustees, and Key Employees$125,877$125,876-$251,753
Fees for Services Other$145,957$26,731$35,390$208,078
Occupancy$141,848$15,807$3,870$161,525
Insurance$101,272$5,363$2,298$108,933
Other Expenses$93,493$7,936$2,034$103,463
Travel$98,919$41$41$99,001
Advertising$28,576$9,314$28,041$65,931
All Other Expenses$23,127$11,041$25,164$59,332
Interest$52,385$2,573$1,103$56,061
Conferences and Meetings$22,598$15,390$804$38,792
Fees for Service Investment Mgmnt Fees-$17,116-$17,116
Total Functional Expenses$9,441,868$903,616$368,392$10,713,876

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,770,971
Expenses per Audited Statements$10,713,876
Total Expenses per Form 990$10,713,876
Expenses Not Reported on Form 990$57,095
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,089
Fundraising Direct Expenses$8,748
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Connecting Communities$162,417$58,089$8,748$49,341
Total Events$162,417$58,089$8,748$49,341
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 B, line 11B

“The prepared Form 990, including the required schedules, was reviewed by the CEO and Director of Finance prior to filing with the IRS. The review consisted of reading and reconciling the Form 990 to the Organization's audited financial statements. The final 990 report is shared with the Organization's board. They approved this final document prior to filing the form.”

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

“If any conflicts of interest occur, the conflicted board member will abstain from voting on the matter. If a conflict of interest occurs it is generally documented in the minutes of the applicable meeting.”

Form 990, Part VI, Section B, line 15A

“The Board reviews the CEO's compensation annually. Local salary surveys and related data are analyzed and discussed to determine the appropriate compensation package.”

Form 990, Part VI, Section C, line 19

“The Organization makes its financial statements available to the public via the Organization's website. The Organization's governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Becoming Independent
EIN
94-2641147
Phone
7075246600
Address
1455 Corporate Center Parkway, Santa Rosa, CA 95407

Signing Officer

Name
Luana Vaetoe
Title
Chief Executive Officer
Phone
7075246600
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luana Vaetoe
Formed
1980
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
378
Volunteers
11

Preparer

Firm
Dillwood Burkel & Millar LLP
Address
175 Concourse Blvd Ste A, Santa Rosa, CA 95403
Preparer
Christina Hollingsworth
Phone
7075778806
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Organization determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2021, the Organization had no unrecognized tax positions or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the financial statements. Exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for California.”

Part XI, Line 4B - Other Adjustments:

“Fundraising direct expenses -8,748. Loss on disposal of assets -39,598.”

Part XII, Line 2D - Other Adjustments:

“Fundraising direct expenses 8,748. Loss on disposal of assets 39,598.”

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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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chief of Services
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director of Community Services
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IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0104328
IRS990/FundraisingDirectExpensesAmt08748
IRS990/FundraisingGrossIncomeAmt058089
IRS990/GainOrLossGrp/OtherAmt01604348
IRS990/GainOrLossGrp/SecuritiesAmt0133819
IRS990/GamingActivitiesInd00
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IRS990/GovernmentGrantsAmt02423854
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02561899
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0964365
IRS990/GrossReceiptsAmt020267876
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt02298
IRS990/InsuranceGrp/ManagementAndGeneralAmt05363
IRS990/InsuranceGrp/ProgramServicesAmt0101272
IRS990/InsuranceGrp/TotalAmt0108933
IRS990/InterestGrp/FundraisingAmt01103
IRS990/InterestGrp/ManagementAndGeneralAmt02573
IRS990/InterestGrp/ProgramServicesAmt052385
IRS990/InterestGrp/TotalAmt056061
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02950
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt048234
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048234
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01895456
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02498999
IRS990/IRPDocumentCnt032
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04092026
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt04144139
IRS990/LandBldgEquipCostOrOtherBssAmt08236165
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0957551
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0830546
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Elevating human abilities for the mutual benefit of our community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02587356
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt016034694
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01738167
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01738167
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt049341
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt049341
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0247820
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07880037
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015692078
IRS990/NoncashContributionsAmt012911
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03870
IRS990/OccupancyGrp/ManagementAndGeneralAmt015807
IRS990/OccupancyGrp/ProgramServicesAmt0141848
IRS990/OccupancyGrp/TotalAmt0161525
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt043459
IRS990/OtherAssetsTotalGrp/EOYAmt056906
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020050
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041668
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0745715
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0807433
IRS990/OtherExpensesGrp/Desc0Supplies
IRS990/OtherExpensesGrp/Desc1Telephone & data
IRS990/OtherExpensesGrp/Desc2Vehicle expenses
IRS990/OtherExpensesGrp/Desc3Repairs & maintenance
IRS990/OtherExpensesGrp/FundraisingAmt019255
IRS990/OtherExpensesGrp/FundraisingAmt13236
IRS990/OtherExpensesGrp/FundraisingAmt22034
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037804
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17797
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27936
IRS990/OtherExpensesGrp/ProgramServicesAmt0212534
IRS990/OtherExpensesGrp/ProgramServicesAmt1137085
IRS990/OtherExpensesGrp/ProgramServicesAmt2133362
IRS990/OtherExpensesGrp/ProgramServicesAmt393493
IRS990/OtherExpensesGrp/TotalAmt0269593
IRS990/OtherExpensesGrp/TotalAmt1148118
IRS990/OtherExpensesGrp/TotalAmt2133362
IRS990/OtherExpensesGrp/TotalAmt3103463
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/BusinessCd1812900
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/Desc1Insurance proceeds
IRS990/OtherRevenueMiscGrp/ExclusionAmt02966
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04811
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04811
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12966
IRS990/OtherRevenueTotalAmt07777
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0204277
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0516205
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06391119
IRS990/OtherSalariesAndWagesGrp/TotalAmt07111601
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt017899
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt051450
IRS990/PayrollTaxesGrp/ProgramServicesAmt0619855
IRS990/PayrollTaxesGrp/TotalAmt0689204
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0236878
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0114130
IRS990/PrincipalOfficerNm0Luana Vaetoe
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/Desc0Service fees
IRS990/ProgramServiceRevenueGrp/Desc1Santa Rosa Junior College
IRS990/ProgramServiceRevenueGrp/Desc2Work activities revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012518981
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1527948
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2443219
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012518981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1527948
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2443219
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Support Services:Our Community Support Services are designed to enable individuals with IDD to live and work independently and to share the same rewards and responsibilities of others in the community. Supported and Independent Living Services are a major asset for individuals who choose to live independently in a home of their own choosing while receiving assistance from BI. Employment Services offers job exploration - seeking, obtaining, and retaining employment for individuals interested in joining the workforce. The Covid-19 pandemic, while requiring some changes to ensure prevention of disease transmission and proper health protocols, did not disrupt the provision of these services.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04416575
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04046145
IRS990/ProgSrvcAccomActy3Grp/Desc0Transportation:Over 60 vehicles, many of which are equipped with wheelchair lifts, provide rides to individuals to and from their homes, jobs, BI program sites, volunteer sites, and to community events all over Sonoma and surrounding counties. In March of 2020 we established a Covid Protection and Prevention plan for our vehicles to ensure the safety of our clients and staff during the pandemic. Beginning in October of 2020 we were able to offer transportation services, mostly 1:1 for clients seeking employment opportunities as well as deliveries of PPE to all our clients. Transportation services continued to evolve throughout the year as we were able to increase the number of clients we could safely transport.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0425031
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0781420
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0575761
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026644
IRS990/PYOtherExpensesAmt03006652
IRS990/PYOtherRevenueAmt013420
IRS990/PYProgramServiceRevenueAmt013649609
IRS990/PYRevenuesLessExpensesAmt0379063
IRS990/PYSalariesCompEmpBnftPaidAmt010879719
IRS990/PYTotalExpensesAmt013886371
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014265434
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07757155
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08667394
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02256385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05462898
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt070529
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt020024
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0103076
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt080235
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt086156
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0360020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03137364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0575761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0672544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01543035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01198064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07126768
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048234
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt071180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022183
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0447085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047988
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0636670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013490148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013649609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013049659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012481379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012527170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt065197965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt058089
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt066878
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0218620
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0294999

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,447,433
Liabilities
$1,412,739
Net assets
$16,034,694
Revenue
$18,471,031
Expenses
$10,713,876
Net income
$7,757,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.2$1.68$33.5$18.4$14.4$3.95
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$1.03$29.3$16.9$12.3$4.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$1.89$24.3$14.0$11.7$2.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$1.40$21.8$15.8$9.30$6.52
2021Detailed filing. Detailed filing data is available for this year.$17.4$1.41$16.0$18.5$10.7$7.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$6.09$8.03$14.3$13.9$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$3.83$7.58$13.7$13.4$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$4.15$7.11$14.6$14.2$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$4.57$7.05$13.9$13.9$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$4.83$6.96$13.4$13.4$0.02
2015Detailed filing. Detailed filing data is available for this year.$12.1$5.08$7.05$13.7$13.7$0.02
2014Detailed filing. Detailed filing data is available for this year.$12.9$5.73$7.13$14.4$13.9$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$5.82$6.57$13.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$5.80$6.75$14.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$6.14$6.79$14.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$6.51$6.17$13.7