Civic Intelligence

Pathpoint

990 • Fiscal year 2018 • EIN 95-2371668

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 02, 2019

Organization Profilewww.pathpoint.org

View Organization Page

315 West Haley Street No 202Santa Barbara, CA 93101

(805) 966-3310

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.50x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.48x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

40th percentile

0.8%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$217,319

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

2.3%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$23,261,020

Up $592,340 (+2.6%) from 2017

Net Assets

Up

$11,597,712

Up $261,116 (+2.3%) from 2017

Liabilities

Up

$11,663,308

Up $331,224 (+2.9%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin40th percentile

Revenue

Up

$24,436,113

Up $560,019 (+2.3%) from 2017

Expenses

Up

$24,235,646

Up $1,101,304 (+4.8%) from 2017

Net Income

Down

$200,467

Down $541,285 (-73%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$40M$30M$20M$10M$0Assets 2010: $14,658,568Liabilities 2010: $6,688,549Net Assets 2010: $7,970,0192010Assets 2011: $14,617,424Liabilities 2011: $6,431,097Net Assets 2011: $8,186,3272011Assets 2012: $15,481,758Liabilities 2012: $6,872,787Net Assets 2012: $8,608,9712012Assets 2013: $18,068,926Liabilities 2013: $9,202,315Net Assets 2013: $8,866,6112013Assets 2014: $18,957,389Liabilities 2014: $9,411,362Net Assets 2014: $9,546,0272014Assets 2015: $19,297,065Liabilities 2015: $9,414,777Net Assets 2015: $9,882,2882015Assets 2016: $21,940,241Liabilities 2016: $11,522,306Net Assets 2016: $10,417,9352016Assets 2017: $22,668,680Liabilities 2017: $11,332,084Net Assets 2017: $11,336,5962017Assets 2018: $23,261,020Liabilities 2018: $11,663,308Net Assets 2018: $11,597,7122018Assets 2019: $25,109,577Liabilities 2019: $11,810,600Net Assets 2019: $13,298,9772019Assets 2020: $26,421,475Liabilities 2020: $11,458,916Net Assets 2020: $14,962,5592020Assets 2021: $30,188,794Liabilities 2021: $11,740,030Net Assets 2021: $18,448,7642021Assets 2022: $30,980,142Liabilities 2022: $10,839,697Net Assets 2022: $20,140,4452022Assets 2023: $34,179,302Liabilities 2023: $13,066,168Net Assets 2023: $21,113,1342023

Highlighted filing

2018

Assets$23,261,020
Liabilities$11,663,308
Net Assets$11,597,712
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$30M$20M$10M$0Expenses 2010: $22,406,9272010Expenses 2011: $22,468,2952011Expenses 2012: $19,957,8242012Revenue 2013: $19,718,085Expenses 2013: $19,522,149Net Income 2013: $195,9362013Revenue 2014: $20,589,726Expenses 2014: $20,041,488Net Income 2014: $548,2382014Revenue 2015: $21,692,774Expenses 2015: $21,279,911Net Income 2015: $412,8632015Revenue 2016: $22,700,090Expenses 2016: $22,109,031Net Income 2016: $591,0592016Revenue 2017: $23,876,094Expenses 2017: $23,134,342Net Income 2017: $741,7522017Revenue 2018: $24,436,113Expenses 2018: $24,235,646Net Income 2018: $200,4672018Revenue 2019: $26,328,708Expenses 2019: $25,066,744Net Income 2019: $1,261,9642019Revenue 2020: $27,092,415Expenses 2020: $25,321,376Net Income 2020: $1,771,0392020Revenue 2021: $25,745,557Expenses 2021: $22,806,940Net Income 2021: $2,938,6172021Revenue 2022: $25,477,174Expenses 2022: $23,220,158Net Income 2022: $2,257,0162022Revenue 2023: $26,833,400Expenses 2023: $25,982,631Net Income 2023: $850,7692023

Highlighted filing

2018

Revenue$24,436,113
Expenses$24,235,646
Net Income$200,467
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 2, 2019
Return Version
2017v2.3
Gross Receipts
$24,436,113
Mission and Program Overview

Mission

PathPoint supports people in living the life they choose. We partner with people with disabilities, people with mental health diagnoses, and young adults to pursue their hopes and dreams through strengthening workplace abilities, building life skills, and developing meaningful relationships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,646,058$14,206,147▼ $439,911
Cash and Non-Interest-Bearing Accounts$2,354,337$3,087,186▲ $732,849
Accounts Receivable$2,548,334$2,695,989▲ $147,655
Investments in Publicly Traded Securities$2,381,065$2,512,720▲ $131,655
Pledges and Grants Receivable$25,000$214,483▲ $189,483
Savings and Temporary Cash Investments$124,577$171,706▲ $47,129
Prepaid Expenses and Deferred Charges$9,971$10,963▲ $992
Total Assets$22,668,680$23,261,020▲ $592,340
Other Assets Total$579,338$361,826▼ $217,512
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,205,072$8,897,721▼ $307,351
Accounts Payable and Accrued Expenses$2,127,012$2,765,587▲ $638,575
Total Liabilities$11,332,084$11,663,308▲ $331,224
Net Assets / Fund Balance
Unrestricted Net Assets$11,046,526$11,408,010▲ $361,484
Temporarily Rstr Net Assets$290,070$189,702▼ $100,368
Total Net Assets Fund Balance$11,336,596$11,597,712▲ $261,116
Total Liabilities and Net Assets / Fund Balance$22,668,680$23,261,020▲ $592,340

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,467,362$3,095,468$12,562,830
Land$4,273,059-$4,273,059
Other Land Buildings$325,308$1,390,172$1,715,480
Equipment$110,670$641,546$752,216
Leasehold Improvements$29,748$61,862$91,610
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia BurtonCEO/President (Retired 10/17)FT$194,983$22,336$217,319
Patricia EngerCOOFT$165,648$19,887$185,535
Harry BruellCEO/President (Start Date 7/17)FT$86,011$6,083$92,094
Juliette UgartecheaVP of Finance (Start Date 10/17)FT$24,900$733$25,633

Board Members and Trustees

NameTitle
Gerald PeltonBoard Chair
Michael FranzenVice-Chair/Treasurer
Barbara StevesonBoard Member
Billie MaunzBoard Member
Jeffrey DoddsBoard Member
John HuntBoard Member
Michael ZuckermanBoard Member
Stephanie EubanksBoard Member
Jean SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,170,215
Program Service Revenue
$22,111,382
Investment Income
$67,214
Other Revenue
$87,302
All Other Contributions
$579,834
Change in Net Assets
$200,467

Noncash Contribution Practices

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

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,436,113
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$301,862
Total Revenue per Audited Statements
$24,737,975
Total Revenue per Form 990
$24,436,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,253,504
Other Expenses$4,982,142
Total Fundraising Expense$126,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,845,041$1,323,552$63,372$14,231,965
Other Employee Benefits$2,876,172$2,958$1,205$2,880,335
Occupancy$1,060,857$153,300$2,285$1,216,442
Payroll Taxes$993,919$131,631$9,360$1,134,910
Current Officers, Directors, Trustees, and Key Employees-$565,168$9,057$574,225
Depreciation Depletion$478,458$27,141-$505,599
Travel$414,779$41,240$512$456,531
Pension Plan Contributions$154,344$275,869$1,856$432,069
Interest$397,557--$397,557
Fees for Services Legal$302,447--$302,447
Office Expenses$274,023-$20,550$294,573
Insurance$212,899$56,885$80$269,864
Fees for Services Other$164,614$482$1,000$166,096
All Other Expenses$78,270$3,573$394$82,237
Fees for Services Accounting$17,734$61,614-$79,348
Other Expenses$21,704$20,798$5,341$42,502
Fees for Service Investment Mgmnt Fees-$17,031-$17,031
Total Functional Expenses$21,409,050$2,699,773$126,823$24,235,646

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,476,859
Expenses per Audited Statements$24,235,646
Total Expenses per Form 990$24,235,646
Expenses Not Reported on Form 990$241,213
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeffrey DoddsDirectorInsurance CommissionNo$24,348
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
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Form 990 is provided to the Board of Directors prior to the applicable Board meeting for review. At the Board meeting it is reviewed, accepted and signed by the Vice Chair.”

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

“Any transaction between PathPoint and an Officer or Director, which may benefit the Officer or Director, should refer to Article 8 of the Corporate By-Laws (10-25-18), for definition, procedure, determination, resolution, violation, recording and annual statements on the Conflicts of Interest Policy.”

Form 990, Part VI, Section B, line 15

“Process of determining compensation for CEO and VP of Finance: The Board of Directors reviews salary surveys comparing comparable sized companies, similar cost of living areas and type of industry and length of service.”

Form 990, Part VI, Section C, line 19

“Financial Statements are made available to the public via Guidestar.org and upon request. Governing documents and the Conflict of Interest policy is available upon request.”

Filing and Contact Details

Filer

Filer Name
Pathpoint
EIN
95-2371668
Phone
8059663310
Address
315 West Haley Street No 202, Santa Barbara, CA 93101

Signing Officer

Name
Michael Franzen
Title
Vice Chair
Phone
8059663310
Signed
2019-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald Pelton
Formed
1964
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
1,017
Volunteers
40

Preparer

Firm
Harrington Group CPAs LLP
Address
234 East Colorado Blvd Suite M150, Pasadena, CA 91101
Preparer
Tonetta L Conner CPA
Phone
6264036801
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Contract settlement -47,502.”

Financial Statement Notes

Part X, Line 2:

“PathPoint is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by PathPoint in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. PathPoint's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed”

Part XII, Line 2D - Other Adjustments:

“Contract Settlement 47,502.”

Raw XML AppendixShowing 400 of 585 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/Desc0Community Integration Services: Using a person-centered approach, PathPoint supports people with developmental disabilities through programs offered during the day, five days a week. Programs help individuals learn new skills, achieve goals, and participate in community life. Community Integration Services provide vocational training, work-readiness assistance, and community access skills. PathPoint's Community Integrated Services are designed to prevent isolation and stagnation in the community, and work to expose individuals to new learning opportunities in a safe and supportive environment. Number of persons served: 805
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chair/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO/President (Retired 10/17)
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IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
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IRS990/MissionDesc0PathPoint supports people in living the life they choose. We partner with people with disabilities, people with mental health diagnoses, and young adults to pursue their hopes and dreams through strengthening workplace abilities, building life skills, and developing meaningful relationships.
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IRS990/PrincipalOfficerNm0Gerald Pelton
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IRS990/ProgSrvcAccomActy2Grp/Desc0Independent Living Services: PathPoint provides supportive housing services to people with developmental disabilities in order to help them reach their goals of living independently in their community. Individuals have the opportunity to live in their own home while working with staff on basic living skills such as cooking, cleaning, shopping, personal care, and more. People supported by PathPoint's Independent Living programs take charge in maintaining their own housing and enhancing their quality of life. Number of persons served: 434
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04682270
IRS990/ProgSrvcAccomActy3Grp/Desc0Employment Services: PathPoint's employment services include assessments, work training, internships, job coaching, supported employment, and direct job placement. Individuals develop job skills and find meaningful employment in their community. People with developmental disabilities gain increased vocational, mobility, communication, self-advocacy, and money management skills while working in local businesses with satisfied employers. Number of persons served: 646 (with Youth Network Services: 1,008)
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,261,020
Liabilities
$11,663,308
Net assets
$11,597,712
Revenue
$24,436,113
Expenses
$24,235,646
Net income
$200,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$34.2$13.1$21.1$26.8$26.0$0.85
2022Detailed filing. Detailed filing data is available for this year.$31.0$10.8$20.1$25.5$23.2$2.26
2021Summary only. Only limited summary data is available for this year.$30.2$11.7$18.4$25.7$22.8$2.94
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$11.5$15.0$27.1$25.3$1.77
2019Summary only. Only limited summary data is available for this year.$25.1$11.8$13.3$26.3$25.1$1.26
2018Detailed filing. Detailed filing data is available for this year.$23.3$11.7$11.6$24.4$24.2$0.20
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$11.3$11.3$23.9$23.1$0.74
2016Detailed filing. Detailed filing data is available for this year.$21.9$11.5$10.4$22.7$22.1$0.59
2015Detailed filing. Detailed filing data is available for this year.$19.3$9.41$9.88$21.7$21.3$0.41
2014Detailed filing. Detailed filing data is available for this year.$19.0$9.41$9.55$20.6$20.0$0.55
2013Summary only. Only limited summary data is available for this year.$18.1$9.20$8.87$19.7$19.5$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$6.87$8.61$20.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$6.43$8.19$22.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$6.69$7.97$22.4
Peer Organizations

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