Civic Intelligence

Lifehouse Inc.

990 • Fiscal year 2019 • EIN 94-6050196

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

Organization ProfileWWW.LIFEHOUSEAGENCY.ORG

View Organization Page

899 Northgate Drive No 500San Rafael, CA 94903

(415) 472-2373

Siviq Scores

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

Liabilities / Assets

66th percentile

0.39x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$284,068

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

94th percentile

55%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

30%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$7,802,483

Up $2,766,089 (+55%) from 2018

Net Assets

Up

$4,789,926

Up $1,167,084 (+32%) from 2018

Liabilities

Up

$3,012,557

Up $1,599,005 (+113%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin57th percentile

Revenue

Up

$19,780,115

Up $4,537,182 (+30%) from 2018

Expenses

Up

$18,743,856

Up $3,848,976 (+26%) from 2018

Net Income

Up

$1,036,259

Up $688,206 (+198%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,528,610Liabilities 2010: $880,946Net Assets 2010: $1,647,6642010Assets 2011: $2,515,109Liabilities 2011: $947,245Net Assets 2011: $1,567,8642011Assets 2012: $2,941,117Liabilities 2012: $992,573Net Assets 2012: $1,948,5442012Assets 2013: $2,992,863Liabilities 2013: $1,013,175Net Assets 2013: $1,979,6882013Assets 2014: $3,206,435Liabilities 2014: $957,059Net Assets 2014: $2,249,3762014Assets 2015: $3,750,141Liabilities 2015: $1,361,190Net Assets 2015: $2,388,9512015Assets 2016: $3,698,399Liabilities 2016: $1,193,658Net Assets 2016: $2,504,7412016Assets 2017: $4,561,603Liabilities 2017: $1,307,199Net Assets 2017: $3,254,4042017Assets 2018: $5,036,394Liabilities 2018: $1,413,552Net Assets 2018: $3,622,8422018Assets 2019: $7,802,483Liabilities 2019: $3,012,557Net Assets 2019: $4,789,9262019Assets 2020: $11,626,287Liabilities 2020: $5,812,146Net Assets 2020: $5,814,1412020Assets 2021: $13,697,888Liabilities 2021: $6,462,889Net Assets 2021: $7,234,9992021Assets 2022: $13,079,611Liabilities 2022: $4,401,008Net Assets 2022: $8,678,6032022Assets 2023: $12,999,263Liabilities 2023: $5,752,589Net Assets 2023: $7,246,6742023Assets 2024: $12,889,054Liabilities 2024: $4,398,912Net Assets 2024: $8,490,1422024

Highlighted filing

2019

Assets$7,802,483
Liabilities$3,012,557
Net Assets$4,789,926
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $6,017,6632010Expenses 2011: $6,604,8902011Expenses 2012: $6,969,2882012Expenses 2013: $7,452,0342013Revenue 2014: $8,332,950Expenses 2014: $8,178,583Net Income 2014: $154,3672014Revenue 2015: $10,582,174Expenses 2015: $10,422,189Net Income 2015: $159,9852015Revenue 2016: $12,042,631Expenses 2016: $11,899,298Net Income 2016: $143,3332016Revenue 2017: $13,949,008Expenses 2017: $13,275,216Net Income 2017: $673,7922017Revenue 2018: $15,242,933Expenses 2018: $14,894,880Net Income 2018: $348,0532018Revenue 2019: $19,780,115Expenses 2019: $18,743,856Net Income 2019: $1,036,2592019Revenue 2020: $25,384,680Expenses 2020: $24,487,320Net Income 2020: $897,3602020Revenue 2021: $29,277,742Expenses 2021: $28,214,416Net Income 2021: $1,063,3262021Revenue 2022: $32,245,414Expenses 2022: $30,512,772Net Income 2022: $1,732,6422022Revenue 2023: $31,759,046Expenses 2023: $33,272,092Net Income 2023: -$1,513,0462023Revenue 2024: $33,690,132Expenses 2024: $32,532,676Net Income 2024: $1,157,4562024

Highlighted filing

2019

Revenue$19,780,115
Expenses$18,743,856
Net Income$1,036,259
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Gross Receipts
$20,082,527
Mission and Program Overview

Mission

To improve the quality of life for people with developmental disabilities in our community by providing a lifetime of compassionate support in an atmosphere of respect, inspiration and purpose.

Residential facilities, training and general support for people with developmental disabilites.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$983,814$3,239,408▲ $2,255,594
Accounts Receivable$1,414,019$1,631,857▲ $217,838
Savings and Temporary Cash Investments$904,448$861,489▼ $42,959
Investments in Publicly Traded Securities$638,784$671,089▲ $32,305
Pledges and Grants Receivable$70,374$170,906▲ $100,532
Other Notes and Loans Receivable, Net$71,512$72,799▲ $1,287
Prepaid Expenses and Deferred Charges$43,633$37,046▼ $6,587
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$5,036,394$7,802,483▲ $2,766,089
Other Assets Total$909,510$1,117,589▲ $208,079
Liabilities
Mortgage Notes Payable Secured by Investment Property$421,715$1,803,227▲ $1,381,512
Accounts Payable and Accrued Expenses$991,837$1,209,330▲ $217,493
Total Liabilities$1,413,552$3,012,557▲ $1,599,005
Net Assets / Fund Balance
Unrestricted Net Assets$2,837,810$3,993,438▲ $1,155,628
Temporarily Rstr Net Assets$593,816$604,272▲ $10,456
Permanently Rstr Net Assets$191,216$192,216▲ $1,000
Total Net Assets Fund Balance$3,622,842$4,789,926▲ $1,167,084
Total Liabilities and Net Assets / Fund Balance$5,036,394$7,802,483▲ $2,766,089

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,348,665$1,498,048$2,846,713
Land$1,826,960-$1,826,960
Equipment$63,783$333,079$396,862
Other Assets Org$174,032--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$243,760$1,000▲ $5,497-$250,257
2017$229,735$1,500▲ $12,525-$243,760
2016$215,014$-7,764▲ $22,485-$229,735
2015$218,111-▼ $3,097-$215,014
2014$216,308$1,000▲ $803-$218,111
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy Dow MoodyPresident & CEOFT$228,292$55,776$284,068
Viola MorrisDirector of FinanceFT$131,676$6,971$138,647
Ann EliasDirector of DevelopmentFT$101,843$26,740$128,583

Board Members and Trustees

NameTitle
Jacquie GribensChair
Marsha TreadwellPast Chairperson
Joseph SpinelliVice Chair
Al BraytonDirector
Daniel EngelDirector
Doug CloughDirector
Eric AanesDirector
Justin TedfordDirector
Ladawn ReichlingDirector
Nancy ToneyDirector
Paul SmithDirector
Stephen MeekerDirector
James RicksSecretary
Lia EconomopoulosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,708,411
Program Service Revenue
$18,031,466
Investment Income
$38,521
Other Revenue
$1,717
All Other Contributions
$1,287,714
Change in Net Assets
$1,036,259

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory66$35,653Retail Value
Securities Publicly Traded3$3,226Fair Market Value
Total Noncash Contributions69$38,879-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,780,115
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$261,861
Total Revenue per Audited Statements
$20,041,976
Total Revenue per Form 990
$19,780,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,260,222
Other Expenses$1,453,634
Total Fundraising Expense$628,799
Professional Fundraising Fees$30,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,792,097$634,103$243,129$13,669,329
Other Employee Benefits$1,856,364$84,932$28,251$1,969,547
Payroll Taxes$1,005,966$53,785$26,632$1,086,383
Current Officers, Directors, Trustees, and Key Employees$29,566$103,482$162,615$295,663
All Other Expenses$73,395$75,051$95,212$243,658
Pension Plan Contributions$208,399$23,993$6,908$239,300
Occupancy$44,367$175,048$5,873$225,288
Travel$201,720$1,749$1,491$204,960
Conferences and Meetings$62,342$20,656$6,667$89,665
Other Expenses$63,397$19,080$1,382$83,859
Office Expenses$40,262$21,820$5,733$67,815
Depreciation Depletion$59,530$5,021-$64,551
Insurance$52,678$5,523$1,344$59,545
Fees for Services Accounting-$54,604-$54,604
Fees for Services Other$42,959--$42,959
Fees for Services Professional Fundraising--$30,000$30,000
Interest$16,243$5,811-$22,054
Total Functional Expenses$16,751,569$1,363,488$628,799$18,743,856

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$18,874,892
Expenses per Audited Statements$18,743,856
Total Expenses per Form 990$18,743,856
Expenses Not Reported on Form 990$131,036
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$185,550
Fundraising Gross Income$158,295
Professional Fundraising Fees$30,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Great Chefs and Wineries$538,305$152,820$137,697$15,123
Awards Banquet$18,220$5,475-$5,475
Total Events$556,525$158,295$185,550$-27,255
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft copy is presented to the director of finance for her review and approval. A final draft copy is then forwarded to the president/ceo and board of directors finance committe for their review prior to filing. Copies are provided to members of the board of directors at their request.”

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

“All directors must update conflict records annually.”

Form 990, Part VI, Section B, Line 15

“Ceo pay, as well as other officers and key employees, are periodically reviewed by third party experts.”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lifehouse Inc
EIN
94-6050196
Phone
4154722373
Address
899 NORTHGATE DRIVE NO 500, SAN RAFAEL, CA 94903

Signing Officer

Name
Nancy Dow Moody
Title
President/CEO
Phone
4154722373
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Dow Moody
Formed
1957
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
424
Volunteers
130

Preparer

Firm
Lindquist Von Husen & Joyce Llp
Address
90 NEW MONTGOMERY 11TH FLOOR, SAN FRANCISCO, CA 94105
Preparer
Alexis H Wong
Phone
4159579999
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The oversight process has not been changed from prior year.”

Financial Statement Notes

PART V, LINE 4:

“Lifehouse, inc.'s endowment consists of donor-restricted funds established for the purpose of providing a permanent endowment for the organization.”

PART X, LINE 2:

“Lifehouse, inc. And residential opportunities, llc believe that they have appropriate support for any tax position taken, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. Lifehouse, inc. And residential oppertunities, llc's federal and state information returns for the fiscal years ended june 30, 2015 through 2018 are subject to examination by regulatory agencies, generally for three years and four years after they were filed for federal and state, respectively.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental revenue net of direct rental expenses 58,398.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct rental expenses net of rental revenue 58,398.”

Raw XML AppendixShowing 400 of 710 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0991837
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01209330
IRS990/AccountsReceivableGrp/BOYAmt01414019
IRS990/AccountsReceivableGrp/EOYAmt01631857
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0RESIDENTIAL FACILITIES, TRAINING AND GENERAL SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITES.
IRS990/AllOtherContributionsAmt01287714
IRS990/AllOtherExpensesGrp/FundraisingAmt095212
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt075051
IRS990/AllOtherExpensesGrp/ProgramServicesAmt073395
IRS990/AllOtherExpensesGrp/TotalAmt0243658
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04154722373
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0899 NORTHGATE DRIVE SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN RAFAEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094903
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0300
IRS990/CashNonInterestBearingGrp/EOYAmt0300
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0162615
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0103482
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt029566
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0295663
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt06667
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt020656
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt062342
IRS990/ConferencesMeetingsGrp/TotalAmt089665
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt0398230
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01708411
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt038521
IRS990/CYOtherExpensesAmt01453634
IRS990/CYOtherRevenueAmt01717
IRS990/CYProgramServiceRevenueAmt018031466
IRS990/CYRevenuesLessExpensesAmt01036259
IRS990/CYSalariesCompEmpBnftPaidAmt017260222
IRS990/CYTotalExpensesAmt018743856
IRS990/CYTotalFundraisingExpenseAmt0628799
IRS990/CYTotalProfFndrsngExpnsAmt030000
IRS990/CYTotalRevenueAmt019780115
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05021
IRS990/DepreciationDepletionGrp/ProgramServicesAmt059530
IRS990/DepreciationDepletionGrp/TotalAmt064551
IRS990/Desc0SUPPORTED (COMMUNITY) LIVING PROGRAM- INDIVIDUALIZED TRAINING AND SUPPORT FOR ADULTS AND SENIORS ENABLING THEM TO LIVE IN THEIR OWN APARTMENTS OR HOMES. SERVICES RANGE FROM A FEW HOURS WEEKLY TO 24 HOUR SUPPORT. THE AMOUNT AND TYPE OF SUPPORT PROVIDED IS INDIVIDUALIZED ACCORDING TO THE PERSON'S NEEDS. SOME AREAS OF SUPPORT MAY INCLUDE DOMESTIC SKILLS, FINANCIAL MANAGEMENT, SOCIAL SKILLS, HEALTH AND HYGIENE, COMMUNITY INTEGRATION, TRANSPORTATION SKILLS, VOCATION AND PERSONAL GROWTH. TYPICALLY, INDIVIDUALS GO OUT TO WORK OR TO A DAY PROGRAM DURING THE DAY, WHICH MAY HAVE AN EDUCATIONAL OR VOCATIONAL FOCUS, OR IN SOME CASES, BOTH.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt091608
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0424
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt013833878
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt054604
IRS990/FeesForServicesAccountingGrp/TotalAmt054604
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt042959
IRS990/FeesForServicesOtherGrp/TotalAmt042959
IRS990/FeesForServicesProfFundraising/FundraisingAmt030000
IRS990/FeesForServicesProfFundraising/TotalAmt030000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1322526
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1526740
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt166971
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC AANES
IRS990/Form990PartVIISectionAGrp/PersonNm1AL BRAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG CLOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm3LIA ECONOMOPOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm5JACQUIE GRIBENS
IRS990/Form990PartVIISectionAGrp/PersonNm6LADAWN REICHLING
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES RICKS
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9JOSEPH SPINELLI
IRS990/Form990PartVIISectionAGrp/PersonNm10JUSTIN TEDFORD
IRS990/Form990PartVIISectionAGrp/PersonNm11NANCY TONEY
IRS990/Form990PartVIISectionAGrp/PersonNm12MARSHA TREADWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13NANCY DOW MOODY
IRS990/Form990PartVIISectionAGrp/PersonNm14STEPHEN MEEKER
IRS990/Form990PartVIISectionAGrp/PersonNm15ANN ELIAS
IRS990/Form990PartVIISectionAGrp/PersonNm16VIOLA MORRIS
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13261542
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15101843
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16131676
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0398230
IRS990/FundraisingDirectExpensesAmt0185550
IRS990/FundraisingGrossIncomeAmt0158295
IRS990/GainOrLossGrp/SecuritiesAmt0-13778
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt022467
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044686
IRS990/GrossReceiptsAmt020082527
IRS990/GrossRentsGrp/RealAmt087370
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01344
IRS990/InsuranceGrp/ManagementAndGeneralAmt05523
IRS990/InsuranceGrp/ProgramServicesAmt052678
IRS990/InsuranceGrp/TotalAmt059545
IRS990/InterestGrp/ManagementAndGeneralAmt05811
IRS990/InterestGrp/ProgramServicesAmt016243
IRS990/InterestGrp/TotalAmt022054
IRS990/InvestmentIncomeGrp/ExclusionAmt052299
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052299
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0638784
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0671089
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01831127
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0983814
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03239408
IRS990/LandBldgEquipCostOrOtherBssAmt05070535
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt058464
IRS990/LessRentalExpensesGrp/RealAmt058398
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN OUR COMMUNITY BY PROVIDING A LIFETIME OF COMPASSIONATE SUPPORT IN AN ATMOSPHERE OF RESPECT, INSPIRATION AND PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0421715
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01803227
IRS990/NetAssetsOrFundBalancesBOYAmt03622842
IRS990/NetAssetsOrFundBalancesEOYAmt04789926
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13778
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13778
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-27255
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-27255
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt011476
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt028972
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt017496
IRS990/NetUnrelatedBusTxblIncmAmt016496
IRS990/NetUnrlzdGainsLossesInvstAmt039217
IRS990/NoncashContributionsAmt038879
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05873
IRS990/OccupancyGrp/ManagementAndGeneralAmt0175048
IRS990/OccupancyGrp/ProgramServicesAmt044367
IRS990/OccupancyGrp/TotalAmt0225288
IRS990/OfficeExpensesGrp/FundraisingAmt05733
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021820
IRS990/OfficeExpensesGrp/ProgramServicesAmt040262
IRS990/OfficeExpensesGrp/TotalAmt067815
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0909510
IRS990/OtherAssetsTotalGrp/EOYAmt01117589
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028251
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt084932
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01856364
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01969547
IRS990/OtherExpensesGrp/Desc0FOOD, MEDICINE & SUPPLI
IRS990/OtherExpensesGrp/Desc1QUALITY ASSURANCE FEES
IRS990/OtherExpensesGrp/Desc2BANK & PAYROLL FEES
IRS990/OtherExpensesGrp/Desc3TELEPHONE AND UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt0322
IRS990/OtherExpensesGrp/FundraisingAmt113240
IRS990/OtherExpensesGrp/FundraisingAmt21382
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt078830
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119080
IRS990/OtherExpensesGrp/ProgramServicesAmt0103602
IRS990/OtherExpensesGrp/ProgramServicesAmt198673
IRS990/OtherExpensesGrp/ProgramServicesAmt29
IRS990/OtherExpensesGrp/ProgramServicesAmt363397
IRS990/OtherExpensesGrp/TotalAmt0103924
IRS990/OtherExpensesGrp/TotalAmt198673
IRS990/OtherExpensesGrp/TotalAmt292079
IRS990/OtherExpensesGrp/TotalAmt383859
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0243129
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0634103
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012792097
IRS990/OtherSalariesAndWagesGrp/TotalAmt013669329
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt071512
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt072799
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt026632
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053785
IRS990/PayrollTaxesGrp/ProgramServicesAmt01005966
IRS990/PayrollTaxesGrp/TotalAmt01086383
IRS990/PensionPlanContributionsGrp/FundraisingAmt06908
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023993
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0208399
IRS990/PensionPlanContributionsGrp/TotalAmt0239300
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0191216
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0192216
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt070374
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0170906
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043633
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037046
IRS990/PrincipalOfficerNm0NANCY DOW MOODY
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2ADMIN. & MISC. INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017926606
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt193799
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211061
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017926606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt193799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211061
IRS990/ProgSrvcAccomActy2Grp/Desc0INTERMEDIATE CARE FACILITIES- THREE RESIDENTIAL FACILITIES PROVIDE COMPREHENSIVE SUPPORT SERVICES FOR 18 INDIVIDUALS WITH SEVERE PHYSICAL AND INTELLECTUAL DISABILITIES. STAFF ARE PRESENT ON A 24-HOUR, SEVEN DAYS A WEEK BASIS WITH REGISTERED NURSES AND DOCTORS FOR SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01875363
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01709370
IRS990/ProgSrvcAccomActy3Grp/Desc0INDEPENDENT LIVING - TWO TRAINING HOMES PROVIDE AN EDUCATIONAL ENVIRONMENT FOR ADULTS, WITH MILD DEVELOPMENTAL DISABILITES, TO LEARN THE NECESSARY INDEPENDENT LIVING AND SOCIAL SKILLS REQUIRED FOR INDEPENDENT LIVING; AS WELL AS SOCIAL SKILLS REQUIRED FOR EFFECTIVE INDEPENDENT COMMUNITY LIVING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0601488
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0475440
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHERS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0440840
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0184733
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0864420
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt067689
IRS990/PYOtherExpensesAmt01300031
IRS990/PYOtherRevenueAmt0-37647
IRS990/PYProgramServiceRevenueAmt014348471
IRS990/PYRevenuesLessExpensesAmt0348053
IRS990/PYSalariesCompEmpBnftPaidAmt013594849
IRS990/PYTotalExpensesAmt014894880
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015242933
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01036259
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt028972
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015661923

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,802,483
Liabilities
$3,012,557
Net assets
$4,789,926
Revenue
$19,780,115
Expenses
$18,743,856
Net income
$1,036,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$4.40$8.49$33.7$32.5$1.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$5.75$7.25$31.8$33.3$1.51
2022Detailed filing. Detailed filing data is available for this year.$13.1$4.40$8.68$32.2$30.5$1.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$6.46$7.23$29.3$28.2$1.06
2020Detailed filing. Detailed filing data is available for this year.$11.6$5.81$5.81$25.4$24.5$0.90
2019Detailed filing. Detailed filing data is available for this year.$7.80$3.01$4.79$19.8$18.7$1.04
2018Detailed filing. Detailed filing data is available for this year.$5.04$1.41$3.62$15.2$14.9$0.35
2017Detailed filing. Detailed filing data is available for this year.$4.56$1.31$3.25$13.9$13.3$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$1.19$2.50$12.0$11.9$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$1.36$2.39$10.6$10.4$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.21$0.96$2.25$8.33$8.18$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$1.01$1.98$7.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.99$1.95$6.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.95$1.57$6.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.88$1.65$6.02