Civic Intelligence

Becoming Independent

990 • Fiscal year 2020 • EIN 94-2641147

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 28, 2021

Organization Profilebecomingindependent.org

View Organization Page

1455 Corporate Center PkwySanta Rosa, CA 95407-5452

(707) 524-6600

Siviq Scores

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

Liabilities / Assets

67th percentile

0.43x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.43x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

45th percentile

2.7%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$173,870

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

3.9%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$14,120,837

Up $2,708,417 (+24%) from 2019

Net Assets

Up

$8,029,719

Up $451,849 (+6.0%) from 2019

Liabilities

Up

$6,091,118

Up $2,256,568 (+59%) from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin45th percentile

Revenue

Up

$14,265,434

Up $529,797 (+3.9%) from 2019

Expenses

Up

$13,886,371

Up $518,649 (+3.9%) from 2019

Net Income

Up

$379,063

Up $11,148 (+3.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$14,120,837
Liabilities$6,091,118
Net Assets$8,029,719
Open 2020 Filing

Operations Trend

Revenue Growth54th 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

2020

Revenue$14,265,434
Expenses$13,886,371
Net Income$379,063
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 28, 2021
Return Version
2019v5.2
Gross Receipts
$15,252,748
Mission and Program Overview

Mission

Elevating human abilities for the mutual benefit of our community.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,550,340$4,993,303▼ $557,037
Cash and Non-Interest-Bearing Accounts$272,394$3,584,702▲ $3,312,308
Savings and Temporary Cash Investments$2,170,898$2,256,385▲ $85,487
Investments in Publicly Traded Securities$1,953,900$1,895,456▼ $58,444
Accounts Receivable$1,192,575$1,107,704▼ $84,871
Prepaid Expenses and Deferred Charges$173,481$236,878▲ $63,397
Pledges and Grants Receivable$88,841--
Inventories for Sale or Use-$2,950-
Total Assets$11,412,420$14,120,837▲ $2,708,417
Other Assets Total$9,991$43,459▲ $33,468
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,928,082$2,587,356▼ $340,726
Unsecured Notes Loans Payable-$2,071,204-
Accounts Payable and Accrued Expenses$906,468$1,432,558▲ $526,090
Total Liabilities$3,834,550$6,091,118▲ $2,256,568
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,383,225$7,880,037▲ $496,812
Net Assets With Donor Restrictions$194,645$149,682▼ $44,963
Total Net Assets Fund Balance$7,577,870$8,029,719▲ $451,849
Total Liabilities and Net Assets / Fund Balance$11,412,420$14,120,837▲ $2,708,417

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,323,423$3,011,305$5,334,728
Land$2,277,768-$2,277,768
Other Land Buildings$262,135$1,595,063$1,857,198
Equipment$107,810$425,765$533,575
Leasehold Improvements$22,167$94,916$117,083
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luana VaetoeChief Executive OfficerFT$160,347$13,523$173,870
Lisa Folsom ErnstDirector of Fund DevelopmentFT$104,243$11,048$115,291
Paula Kraus FinleyChief of ServicesFT$95,101$10,568$105,669
William HenryDirector of FinanceFT$87,118$10,261$97,379
Vaghar HaghiriChief Operating OfficerFT$39,092$1,505$40,597
Renee NorrisChief Financial OfficerFT$28,667$762$29,429

Board Members and Trustees

NameTitle
Donna CatesPresident
Ann WallaceMember
Bryan WrightMember
Carol LarsonMember
Carrie MauritsonMember
Nicholas DieterMember
Owen CateMember
Sharon MaioliniMember
David HouseSecretary
Joerg OlsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Strikly SmogMargo M JayVehicle maintenance & repairs985-B Piner Rd, Santa Rosa, CA 95403$151,877
Revenue and Support

Revenue Composition

Contributions and Grants
$575,761
Program Service Revenue
$13,649,609
Investment Income
$26,644
Other Revenue
$13,420
All Other Contributions
$467,293
Change in Net Assets
$379,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,318,892
Revenue Not Reported on Financial Statements
$-53,458
Revenue Not Reported on Form 990
$65,375
Other Revenue Adjustments
$-53,458
Total Revenue per Audited Statements
$14,384,267
Total Revenue per Form 990
$14,265,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,879,719
Other Expenses$3,006,652
Total Fundraising Expense$414,159
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,870,519$302,767$168,060$8,341,346
Other Employee Benefits$937,526$31,981$16,815$986,322
Payroll Taxes$826,629$68,466$26,621$921,716
Current Officers, Directors, Trustees, and Key Employees$77,632$442,035$110,668$630,335
Depreciation Depletion$553,061$69,870$5,797$628,728
Fees for Services Other$298,851$116,875$29,205$444,931
Occupancy$256,956$11,722$6,468$275,146
Travel$137,955$302$350$138,607
Insurance$111,123$5,861$1,701$118,685
Interest$89,470$4,518$1,312$95,300
Other Expenses$84,892$6,919$2,085$93,896
All Other Expenses$52,430$14,053$15,863$82,346
Advertising$35,402$33,310$2,549$71,261
Conferences and Meetings$49,085$17,378$1,203$67,666
Fees for Service Investment Mgmnt Fees-$15,366-$15,366
Total Functional Expenses$12,263,958$1,208,254$414,159$13,886,371

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,932,418
Total Expenses per Form 990$13,886,371
Expenses per Audited Statements$13,871,005
Expenses Not Reported on Form 990$61,413
Expenses Not Reported on Financial Statements$15,366
Other Expense Adjustments$15,366
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$53,458
Fundraising Gross Income$49,870
Gaming Gross Income$17,008
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$60,338$25,920$9,113$16,807
Luau$37,900$13,850$8,600$5,250
Total Events$108,338$49,870$53,458$-3,588
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Health Facilities Financing Authority2013-04-30$4,865,000Refinancing an existing insured loan.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,019,559--$358,721

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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 Pkwy, Santa Rosa, CA 95407-5452

Signing Officer

Name
Luana Vaetoe
Title
Chief Executive Officer
Phone
7075246600
Signed
2021-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luana Vaetoe
Formed
1980
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
486
Volunteers
45

Preparer

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

Additional Explanations

Form 990, Part I, line 1, Description of Organization Mission:

“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.”

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, 2020, 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 2D - Other Adjustments:

“Investment fees -15,366.”

Part XI, Line 4B - Other Adjustments:

“Fundraising direct expenses -53,458.”

Part XII, Line 2D - Other Adjustments:

“Fundraising direct expenses 53,458.”

Part XII, Line 4B - Other Adjustments:

“Investment fees 15,366.”

Raw XML AppendixShowing 400 of 717 raw XML fields

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/PersonNm6Sharon Maiolini
IRS990/Form990PartVIISectionAGrp/PersonNm7Carrie Mauritson
IRS990/Form990PartVIISectionAGrp/PersonNm8Ann Wallace
IRS990/Form990PartVIISectionAGrp/PersonNm9Bryan Wright
IRS990/Form990PartVIISectionAGrp/PersonNm10Luana Vaetoe
IRS990/Form990PartVIISectionAGrp/PersonNm11Paula Kraus Finley
IRS990/Form990PartVIISectionAGrp/PersonNm12Renee Norris
IRS990/Form990PartVIISectionAGrp/PersonNm13Vaghar Haghiri
IRS990/Form990PartVIISectionAGrp/PersonNm14Lisa Folsom Ernst
IRS990/Form990PartVIISectionAGrp/PersonNm15William Henry
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10160347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1195101
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1228667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1339092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14104243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1587118
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chief of Services
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director of Fund Development
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director of Finance
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt058468
IRS990/FundraisingDirectExpensesAmt053458
IRS990/FundraisingGrossIncomeAmt049870
IRS990/GainOrLossGrp/OtherAmt02132
IRS990/GainOrLossGrp/SecuritiesAmt0-46668
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt017008
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt019021
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0870299
IRS990/GrossReceiptsAmt015252748
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01701
IRS990/InsuranceGrp/ManagementAndGeneralAmt05861
IRS990/InsuranceGrp/ProgramServicesAmt0111123
IRS990/InsuranceGrp/TotalAmt0118685
IRS990/InterestGrp/FundraisingAmt01312
IRS990/InterestGrp/ManagementAndGeneralAmt04518
IRS990/InterestGrp/ProgramServicesAmt089470
IRS990/InterestGrp/TotalAmt095300
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02950
IRS990/InvestmentIncomeGrp/ExclusionAmt071180
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt071180
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01953900
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01895456
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05127049
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05550340
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04993303
IRS990/LandBldgEquipCostOrOtherBssAmt010120352
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt016889
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0916967
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/BOYAmt02928082
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02587356
IRS990/NetAssetsOrFundBalancesBOYAmt07577870
IRS990/NetAssetsOrFundBalancesEOYAmt08029719
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-44536
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-44536
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3588
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3588
IRS990/NetIncomeFromGamingGrp/ExclusionAmt017008
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt017008
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072786
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07383225
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07880037
IRS990/NoncashContributionsAmt017742
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06468
IRS990/OccupancyGrp/ManagementAndGeneralAmt011722
IRS990/OccupancyGrp/ProgramServicesAmt0256956
IRS990/OccupancyGrp/TotalAmt0275146
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09991
IRS990/OtherAssetsTotalGrp/EOYAmt043459
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016815
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031981
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0937526
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0986322
IRS990/OtherExpensesGrp/Desc0Supplies
IRS990/OtherExpensesGrp/Desc1Vehicle expenses
IRS990/OtherExpensesGrp/Desc2Repairs & maintenance
IRS990/OtherExpensesGrp/Desc3Telephone & data
IRS990/OtherExpensesGrp/FundraisingAmt013086
IRS990/OtherExpensesGrp/FundraisingAmt16
IRS990/OtherExpensesGrp/FundraisingAmt212370
IRS990/OtherExpensesGrp/FundraisingAmt32085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049018
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36919
IRS990/OtherExpensesGrp/ProgramServicesAmt0403624
IRS990/OtherExpensesGrp/ProgramServicesAmt1343560
IRS990/OtherExpensesGrp/ProgramServicesAmt2135243
IRS990/OtherExpensesGrp/ProgramServicesAmt384892
IRS990/OtherExpensesGrp/TotalAmt0465728
IRS990/OtherExpensesGrp/TotalAmt1343576
IRS990/OtherExpensesGrp/TotalAmt2165416
IRS990/OtherExpensesGrp/TotalAmt393896
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0168060
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0302767
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07870519
IRS990/OtherSalariesAndWagesGrp/TotalAmt08341346
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt026621
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt068466
IRS990/PayrollTaxesGrp/ProgramServicesAmt0826629
IRS990/PayrollTaxesGrp/TotalAmt0921716
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt088841
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0173481
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0236878
IRS990/PrincipalOfficerNm0Luana Vaetoe
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/Desc0Service fees
IRS990/ProgramServiceRevenueGrp/Desc1Work activities revenue
IRS990/ProgramServiceRevenueGrp/Desc2Santa Rosa Junior College
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012274962
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1865033
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2509614
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012274962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1865033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2509614
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Support Services:Our Supported and Independent Living services are a major asset for hundreds of people who choose to live a life of independence and freedom in a home of their own choosing while receiving assistance from BI. Similarly we offer our job exploration, seeking, obtaining and retaining of employment supports to hundreds of men and women that are enrolled in our Employment Services. Designed to enable people with disabilities to live and work independently and to share the same rewards and responsibilities of others in the community, BI's philosophy offers dignity of risk and affords men and women the opportunity to be productive, engaged community members through individualized support plans. As these services are considered essential for living, 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/ExpenseAmt03313664
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04557712
IRS990/ProgSrvcAccomActy3Grp/Desc0Transportation:For over 50 years BI has provided rides, taking people to and from their homes, jobs, BI program sites, volunteer sites and to community events all over Sonoma and surrounding counties. Over 60 vehicles, many of which are equipped with wheelchair lifts, provide rides to hundreds of individuals each day. With the onset of Covid-19 in March of 2020, we suspended the majority of our transportation services. We established a Covid Protection and Prevention plan around our vehicles and ensuring the safety of our clients and staff and beginning in October of 2020 were able to do a minimal amount of transportation, mostly 1:1 for clients seeking employment opportunities.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0756940
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0902568
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0672544
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-3872
IRS990/PYOtherExpensesAmt03329024
IRS990/PYOtherRevenueAmt017306
IRS990/PYProgramServiceRevenueAmt013049659
IRS990/PYRevenuesLessExpensesAmt0367915
IRS990/PYSalariesCompEmpBnftPaidAmt010038698
IRS990/PYTotalExpensesAmt013367722
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013735637
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0379063
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08189329
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02170898
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02256385
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt020024
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0103076

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,120,837
Liabilities
$6,091,118
Net assets
$8,029,719
Revenue
$14,265,434
Expenses
$13,886,371
Net income
$379,063
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$1.41$16.0$18.5$10.7$7.76
2020Detailed filing. Detailed filing data is available for this year.$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