Civic Intelligence

Grandview Foundation Inc.

990 • Fiscal year 2018 • EIN 95-2569077

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 29, 2019

1230 N Marengo AvePasadenda, CA 91103

(626) 797-1124

Siviq Scores

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

Liabilities / Assets

91st percentile

0.92x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.72x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

66th percentile

9.9%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

74th percentile

$115,001

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

40%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,052,640

Up $203,092 (+11%) from 2017

Net Assets

Up

$165,671

Up $295,879 (+227%) from 2017

Liabilities

Down

$1,886,969

Down $92,787 (-4.7%) from 2017

Revenue

Up

$2,636,463

Up $755,770 (+40%) from 2017

Expenses

Up

$2,375,501

Up $723,488 (+44%) from 2017

Net Income

Up

$260,962

Up $32,282 (+14%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $1,126,218Liabilities 2011: $1,596,181Net Assets 2011: -$469,9632011Assets 2012: $1,087,045Liabilities 2012: $1,574,092Net Assets 2012: -$487,0472012Assets 2013: $847,717Liabilities 2013: $1,560,247Net Assets 2013: -$712,5302013Assets 2014: $884,418Liabilities 2014: $1,534,987Net Assets 2014: -$650,5692014Assets 2015: $944,724Liabilities 2015: $1,474,572Net Assets 2015: -$529,8482015Assets 2016: $1,094,144Liabilities 2016: $1,453,032Net Assets 2016: -$358,8882016Assets 2017: $1,849,548Liabilities 2017: $1,979,756Net Assets 2017: -$130,2082017Assets 2018: $2,052,640Liabilities 2018: $1,886,969Net Assets 2018: $165,6712018Assets 2019: $1,970,360Liabilities 2019: $2,284,055Net Assets 2019: -$313,6952019Assets 2020: $2,225,758Liabilities 2020: $2,388,349Net Assets 2020: -$162,5912020Assets 2021: $2,091,298Liabilities 2021: $2,108,315Net Assets 2021: -$17,0172021Assets 2022: $2,139,235Liabilities 2022: $2,553,550Net Assets 2022: -$414,3152022Assets 2023: $2,290,973Liabilities 2023: $2,334,912Net Assets 2023: -$43,9392023Assets 2024: $3,202,358Liabilities 2024: $2,373,552Net Assets 2024: $828,8062024

Highlighted filing

2018

Assets$2,052,640
Liabilities$1,886,969
Net Assets$165,671

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,047,605Expenses 2011: $926,131Net Income 2011: $121,4742011Revenue 2012: $1,031,476Expenses 2012: $1,048,560Net Income 2012: -$17,0842012Revenue 2013: $974,227Expenses 2013: $1,199,890Net Income 2013: -$225,6632013Revenue 2014: $1,157,617Expenses 2014: $1,095,476Net Income 2014: $62,1412014Revenue 2015: $1,272,027Expenses 2015: $1,151,306Net Income 2015: $120,7212015Revenue 2016: $1,531,336Expenses 2016: $1,360,376Net Income 2016: $170,9602016Revenue 2017: $1,880,693Expenses 2017: $1,652,013Net Income 2017: $228,6802017Revenue 2018: $2,636,463Expenses 2018: $2,375,501Net Income 2018: $260,9622018Revenue 2019: $2,522,170Expenses 2019: $2,470,525Net Income 2019: $51,6452019Revenue 2020: $3,022,901Expenses 2020: $2,871,797Net Income 2020: $151,1042020Revenue 2021: $3,484,499Expenses 2021: $3,258,172Net Income 2021: $226,3272021Revenue 2022: $3,063,473Expenses 2022: $3,460,771Net Income 2022: -$397,2982022Revenue 2023: $4,139,260Expenses 2023: $3,768,884Net Income 2023: $370,3762023Revenue 2024: $5,289,165Expenses 2024: $4,416,420Net Income 2024: $872,7452024

Highlighted filing

2018

Revenue$2,636,463
Expenses$2,375,501
Net Income$260,962
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 29, 2019
Return Version
2017v2.3
Gross Receipts
$2,656,667
Mission and Program Overview

Mission

The organization is engaged in providing support, counseling and rehabilitation to chemically dependent adult males and alcoholics.it also provides ancillary support services for family members.

Grandview foundation, inc. Founded in 1969, is governed by a volunteer governing board and is engaged in providing support, counseling and rehabiliation to chemically dependent adult men and women. It also provides ancillary support services for family members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,346,350$1,188,937▼ $157,413
Accounts Receivable$171,690$495,314▲ $323,624
Cash and Non-Interest-Bearing Accounts$326,127$368,389▲ $42,262
Prepaid Expenses and Deferred Charges$5,381$0▼ $5,381
Total Assets$1,849,548$2,052,640▲ $203,092
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,893,539$1,851,197▼ $42,342
Accounts Payable and Accrued Expenses$86,217$35,772▼ $50,445
Total Liabilities$1,979,756$1,886,969▼ $92,787
Net Assets / Fund Balance
Unrestricted Net Assets$-130,208$165,671▲ $295,879
Total Net Assets Fund Balance$-130,208$165,671▲ $295,879
Total Liabilities and Net Assets / Fund Balance$1,849,548$2,052,640▲ $203,092

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$621,785$828,496$1,450,281
Land$567,152-$567,152
Equipment$0$50,243$50,243
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lindy CarllExecutive DirectorFT$115,001$115,001

Board Members and Trustees

NameTitle
Christopher ChaneyPresident
Jennifer StoneVice President
Charles J FrankowskiBoard Member
Martha ByrnesSecretary
Gregory HayesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,016
Program Service Revenue
$2,500,270
Investment Income
$0
Other Revenue
$131,177
All Other Contributions
$5,016
Change in Net Assets
$260,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,524,736
Other Expenses$850,765
Total Fundraising Expense$23,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$928,041$104,274$10,427$1,042,742
Other Employee Benefits$233,316$26,215$2,622$262,153
Current Officers, Directors, Trustees, and Key Employees$115,329$12,958$1,297$129,584
Other Expenses$95,416$10,721$1,072$107,209
Interest$94,119$10,575$1,058$105,752
Payroll Taxes$80,328$9,026$903$90,257
Occupancy$65,505$7,360$736$73,601
Fees for Services Other$56,731$6,374$637$63,742
Depreciation Depletion$45,154$5,074$507$50,735
All Other Expenses$37,233$4,184$418$41,835
Insurance$33,011$3,709$371$37,091
Office Expenses$23,726$2,666$267$26,659
Total Functional Expenses$2,114,194$237,551$23,756$2,375,501
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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

Reviewed by audit committee.

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

The organization regularly monitors and enforces conflict of interest policy.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Grandview Foundation
EIN
95-2569077
Phone
6267971124
Address
1230 N MARENGO AVE, PASADENDA, CA 91103

Signing Officer

Name
Shelly Wood
Title
Executive Director
Phone
6267971124
Signed
2019-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Wood
Formed
1969
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
39
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 N LAKE AVE SUITE 900, PASADENA, CA 91101
Preparer
Bared Dilacar
Phone
6267933600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 3B:

Audit will be promptly scheduled upon 990 completion.

Raw XML AppendixShowing 400 of 418 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/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02628243
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0148177
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05424
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020662
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0185533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02500270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01856554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01517896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01266727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01143231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08284678
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0148177
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05424
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0185533
IRS990ScheduleA/InvestmentIncomeCYPct00.02180
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97820
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt08330960
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02505286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01864694
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01531336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01272027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01157617
IRS990ScheduleA/Total509Grp/TotalAmt08330960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02653463
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01864694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01542606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01277451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01178279
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08516493
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0621785
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0828496
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01450281
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050243
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050243
IRS990ScheduleD/LandGrp/BookValueAmt0567152
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0567152
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01188937
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AUDIT WILL BE PROMPTLY SCHEDULED UPON 990 COMPLETION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 3B:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01849548
IRS990/TotalAssetsEOYAmt02052640
IRS990/TotalAssetsGrp/BOYAmt01849548
IRS990/TotalAssetsGrp/EOYAmt02052640
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05016
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023756
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0237551
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02114194
IRS990/TotalFunctionalExpensesGrp/TotalAmt02375501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01979756
IRS990/TotalLiabilitiesEOYAmt01886969
IRS990/TotalLiabilitiesGrp/BOYAmt01979756
IRS990/TotalLiabilitiesGrp/EOYAmt01886969
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-130208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0165671
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02114194
IRS990/TotalProgramServiceRevenueAmt02500270
IRS990/TotalReportableCompFromOrgAmt0115001
IRS990/TotalRevenueGrp/ExclusionAmt03204
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02628243
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02636463
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01849548
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02052640
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-130208
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0165671
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01230 N MARENGO AVE
IRS990/USAddress/CityNm0PASADENDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091103
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW GRANDVIEWFOUNDATION COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06267971124
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRANDVIEW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0952569077
ReturnHeader/Filer/PhoneNum06267971124
ReturnHeader/Filer/USAddress/AddressLine1Txt01230 N MARENGO AVE
ReturnHeader/Filer/USAddress/CityNm0PASADENDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A52F513B8D8172ADA5E5426B2D9DBB033DEB48E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId033F877C3ABFBB78B8EF2964D67A95BC3B590144C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$2.37$0.83$5.29$4.42$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$2.33$0.04$4.14$3.77$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$2.55$0.41$3.06$3.46$0.40
2021Detailed filing. Detailed filing data is available for this year.$2.09$2.11$0.02$3.48$3.26$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.23$2.39$0.16$3.02$2.87$0.15
2019Summary only. Only limited summary data is available for this year.$1.97$2.28$0.31$2.52$2.47$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.05$1.89$0.17$2.64$2.38$0.26
2017Detailed filing. Detailed filing data is available for this year.$1.85$1.98$0.13$1.88$1.65$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.45$0.36$1.53$1.36$0.17
2015Summary only. Only limited summary data is available for this year.$0.94$1.47$0.53$1.27$1.15$0.12
2014Summary only. Only limited summary data is available for this year.$0.88$1.53$0.65$1.16$1.10$0.06
2013Summary only. Only limited summary data is available for this year.$0.85$1.56$0.71$0.97$1.20$0.23
2012Summary only. Only limited summary data is available for this year.$1.09$1.57$0.49$1.03$1.05$0.02
2011Summary only. Only limited summary data is available for this year.$1.13$1.60$0.47$1.05$0.93$0.12