Civic Intelligence

Reach Out West End

990 • Fiscal year 2015 • EIN 95-2642747

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 07, 2016

1126 W Foothill BlvdUpland, CA 91786

(909) 982-8641

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.07x

Higher debt load relative to assets than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.32x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

69th percentile

$100,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$813,601

Up $139,107 (+21%) from 2014

Net Assets

Down

-$57,450

Down $563,467 (-111%) from 2014

Liabilities

Up

$871,051

Up $702,574 (+417%) from 2014

Revenue

Down

$2,730,217

Down $502,409 (-16%) from 2014

Expenses

Up

$3,293,684

Up $210,696 (+6.8%) from 2014

Net Income

Down

-$563,467

Down $713,105 (-477%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $540,642Liabilities 2010: $121,610Net Assets 2010: $419,0322010Assets 2011: $529,552Liabilities 2011: $95,821Net Assets 2011: $433,7312011Assets 2012: $593,400Liabilities 2012: $147,068Net Assets 2012: $446,3322012Assets 2013: $516,830Liabilities 2013: $160,451Net Assets 2013: $356,3792013Assets 2014: $674,494Liabilities 2014: $168,477Net Assets 2014: $506,0172014Assets 2015: $813,601Liabilities 2015: $871,051Net Assets 2015: -$57,4502015Assets 2016: $708,349Liabilities 2016: $655,267Net Assets 2016: $53,0822016Assets 2017: $968,301Liabilities 2017: $840,502Net Assets 2017: $127,7992017Assets 2018: $942,821Liabilities 2018: $657,557Net Assets 2018: $285,2642018Assets 2019: $771,244Liabilities 2019: $485,706Net Assets 2019: $285,5382019Assets 2020: $1,394,431Liabilities 2020: $700,638Net Assets 2020: $693,7932020Assets 2021: $1,591,404Liabilities 2021: $334,921Net Assets 2021: $1,256,4832021Assets 2022: $1,944,925Liabilities 2022: $754,875Net Assets 2022: $1,190,0502022Assets 2023: $2,808,229Liabilities 2023: $747,184Net Assets 2023: $2,061,0452023Assets 2024: $2,803,791Liabilities 2024: $716,542Net Assets 2024: $2,087,2492024Assets 2025: $4,124,000Liabilities 2025: $986,144Net Assets 2025: $3,137,8562025

Highlighted filing

2015

Assets$813,601
Liabilities$871,051
Net Assets-$57,450

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,706,6062010Revenue 2011: $1,649,000Expenses 2011: $1,634,301Net Income 2011: $14,6992011Expenses 2012: $1,893,6762012Revenue 2013: $2,537,087Expenses 2013: $2,627,040Net Income 2013: -$89,9532013Revenue 2014: $3,232,626Expenses 2014: $3,082,988Net Income 2014: $149,6382014Revenue 2015: $2,730,217Expenses 2015: $3,293,684Net Income 2015: -$563,4672015Revenue 2016: $3,121,636Expenses 2016: $3,011,104Net Income 2016: $110,5322016Revenue 2017: $3,624,130Expenses 2017: $3,549,413Net Income 2017: $74,7172017Revenue 2018: $4,294,661Expenses 2018: $4,137,196Net Income 2018: $157,4652018Revenue 2019: $3,715,222Expenses 2019: $3,714,948Net Income 2019: $2742019Revenue 2020: $3,495,766Expenses 2020: $3,191,961Net Income 2020: $303,8052020Revenue 2021: $4,917,126Expenses 2021: $4,354,772Net Income 2021: $562,3542021Revenue 2022: $7,251,573Expenses 2022: $7,318,006Net Income 2022: -$66,4332022Revenue 2023: $9,218,174Expenses 2023: $8,347,179Net Income 2023: $870,9952023Revenue 2024: $8,990,169Expenses 2024: $8,957,275Net Income 2024: $32,8942024Revenue 2025: $10,994,202Expenses 2025: $9,943,595Net Income 2025: $1,050,6072025

Highlighted filing

2015

Revenue$2,730,217
Expenses$3,293,684
Net Income-$563,467
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 7, 2016
Return Version
2014v6.0
Gross Receipts
$2,730,217
Mission and Program Overview

Mission

Our mission is to create thriving, safe communities where young people and their families have equal access to networks of support, quality education, career options, and opportunities to develop the skills they need to succeed in their lives.

Reach Out's mission is to strengthen communities by bringing people together to solve our region's toughest issues: breaking barriers to educational achievement, expanding economic opportunities, and creating safe, healthy and innovative communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$467,769$675,592▲ $207,823
Savings and Temporary Cash Investments$158,829$69,936▼ $88,893
Cash and Non-Interest-Bearing Accounts$10,499$44,509▲ $34,010
Land, Buildings, and Equipment, Net$28,757$16,799▼ $11,958
Prepaid Expenses and Deferred Charges$3,000$0▼ $3,000
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$674,494$813,601▲ $139,107
Other Assets Total$5,640$6,765▲ $1,125
Liabilities
Deferred Revenue-$418,971-
Accounts Payable and Accrued Expenses$168,477$284,080▲ $115,603
Other Liabilities-$168,000-
Total Liabilities$168,477$871,051▲ $702,574
Net Assets / Fund Balance
Temporarily Rstr Net Assets$312,724$111,694▼ $201,030
Unrestricted Net Assets$193,293$-169,144▼ $362,437
Total Net Assets Fund Balance$506,017$-57,450▼ $563,467
Total Liabilities and Net Assets / Fund Balance$674,494$813,601▲ $139,107

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,558$29,068$36,626
Equipment$6,811$26,191$33,002
Leasehold Improvements$2,430$9,347$11,777

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$312,724--$201,030$111,694
2013$112,560$438,000-$237,836$312,724
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Diana FoxExec DirectorFT$100,000$100,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$355,736
Program Service Revenue
$2,360,358
Investment Income
$61
Other Revenue
$14,062
All Other Contributions
$355,736
Change in Net Assets
$-563,467

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,730,217
Total Revenue per Audited Statements
$2,730,217
Total Revenue per Form 990
$2,730,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,213,906
Other Expenses$1,079,778
Total Fundraising Expense$69,198
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,565,446$156,173$44,759$1,766,378
Travel$184,043$8,913-$192,956
Other Employee Benefits$163,840$23,625-$187,465
Payroll Taxes$134,077$21,694$4,292$160,063
Fees for Services Other$140,734$16,690-$157,424
Occupancy$93,831$24,961-$118,792
Current Officers, Directors, Trustees, and Key Employees$7,934$92,066-$100,000
Office Expenses$42,735$49,417-$92,152
Conferences and Meetings$21,426$8,438-$29,864
Insurance$20,685$6,299$424$27,408
Depreciation Depletion-$11,958-$11,958
Fees for Services Accounting-$10,500-$10,500
Other Expenses$7,046$38,946$19,723$7,046
Fees for Services Legal-$4,726-$4,726
Total Functional Expenses$2,749,679$474,807$69,198$3,293,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,293,684
Total Expenses per Audited Statements$3,293,684
Total Expenses per Form 990$3,293,684
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
-Board MemberMarketingNo$15,795

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$168,000
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
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

During the year Reach Out entered into a contract with a current board member for marketing services. Total amount paid to the marketing company during the year amounted to $15,795. The contract was reviewed and approved by the board for a two year commitment.

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of Form 990 is given to each board member who will review, question and approve the Form.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Once a year memos are distributed to all employees regarding the conflict of interest policy.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Organization relies on statistical data compiled for comparable positions in the surrounding area.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The Organization will make available upon written request any governing documents, policies and/or financial statements.

Filing and Contact Details

Filer

Filer Name
Reach Out
EIN
95-2642747
Phone
9099828641
Address
1126 W Foothill Blvd, Upland, CA 91786

Signing Officer

Name
Diana Fox
Title
Exec Director
Signed
2016-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Fox
Formed
1969
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
56
Volunteers
450

Preparer

Firm
Smith Marion & Company LLP
Address
1175 Idaho St Ste 202, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

During the year Reach Out introduced the Nutrition Education Obesity Prevention program.

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4:

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Temporarily restricted endowment funds were comprised of unspent grant funds.

Part X : FIN48 Footnote

In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Organization, management believes that all of the positions taken by the Reach Out in its federal and state income tax returns are more likely than not to be sustained upon examination. Reach Out files returns in the U.S. Federal jurisdiction and the State of California.The Agency's federal income tax returns for the prior three years remain subject to examination by the Internal Revenue Service. The Agency's California income tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board.

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IRS990/Desc0Direct Family, Youth and Adult ServicesYouth Grantmakers (YGM)Goal/Mission: To compile local high school teens and provide them a platform to support their peer's greatest needs in San Bernardino County. This goal is achieved through the following:Compiling local teens ages 13-18 to create a group of youth philanthropists. Youth perform needs assessments and develop a consensus of current teen issues such as alcohol prevention, life skills, bullying and more. These issues are then voted into five main funding priorities that allow organizations to write in to Youth Grantmakers for funding support in their youth programs. Monthly meetings that allow program youth to participate in the distribution of community needs assessments, events, debates, fundraising, program monitoring, and site visits. While active in the program, teens gain leadership skills, receive a better understanding of philanthropy, and gain a sense of community and teamwork.Crossroads EducationGoal/Mission: To serve as an Other Means of Correction (OMC) prevention and behavior intervention strategy for students exhibiting at-risk behavior and/or academic failure. The two main goals of Crossroads Education are to: (a) reduce incarcerations and/or juvenile justice involvement, and (b) reduce school failure and/or dropout rates.Pursuant to CA Ed Code 48900.5 (a) and (b)(5), suspension shall be imposed only when OMC fail to bring about proper conduct including enrollment in a program for teaching pro-social behavior or anger management.The program offers curriculum-based, highly interactive group experiences in:a.Anger Managementb.Drugs & Alcoholc.Cognitive Life Skillsd.Truancye.ParentingGROW MentoringGoal: To help young people gain life skills, understand goal planning, and become a more rounded person through mentoring and group outings.This goal is accomplished through the following:Mentoring 13-18 year oldsYouth participate in group outings and one on one sessions with mentors that assist their development physically, mentally, and emotionally.Recruiting volunteer mentors who have past work experience with youth. There is a screening process that includes an orientation, background check, and they match on same gender.Nurturing Parenting Program (NPP)Goal/Mission: To prevent recidivism in families receiving social services, lower the rate of multi-parent teenage pregnancies, reduce the rate of juvenile delinquency and alcohol abuse, and stop the intergenerational cycle of child abuse by teaching positive behaviors and nurturing parenting skills as an alternative to abusive and neglectful parenting.This goal is achieved through the following structure:Parents (some who are court ordered) and children attend 12-16 sessions of 1 to 2 hours long. These sessions cover the five constructs, which are the pillars of Nurturing Parenting Program: oConstruct A: Appropriate expectationsoConstruct B: EmpathyoConstruct C: Non-violent disciplineoConstruct D: Appropriate family roles oConstruct E: Power and independence A Pre, Process, and Post Assessments are conducted using AAPI, NSCS, and ongoing observations of parents involvement during sessions.PC 1000Goal/Mission: To provide first-time drug offenders with an important alternative incarcerationThis goal is achieved through the following services:Reach Out offers a court-mandated, fee-for-service program where first-time drug offenders enroll in a 16-week program. Upon completion, charges are dismissed after an 18 to 24 month probationary period.First-time offenders attend group meetings and individual counseling sessions, as well as complete random drug testing. They participate in educational classes regarding HIV infection, drug abuse, AIDS, and tuberculosis as related to substance abuse. They must also be enrolled in a conventional self-help program. Student Assistance Program (SAP) Goal/Mission: To provide education and early intervention programs through individual and group counseling that will enable students to
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IRS990/Form990PartVIISectionAGrp/PersonNm1Madeline Patane
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IRS990/Form990PartVIISectionAGrp/PersonNm3George Sun
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IRS990/ProgSrvcAccomActy2Grp/Desc0Policy & AdvocacyEnvironmental Prevention (EP) ProgramGoal: To lower access and availability of alcohol & other drugs in communities through presentations, collaborative work, and community advocacy and policy work. This accomplishment of this goal is assisted through three coalitions:1.Partners for Innovation Communities (PIC) 2.Fontana Community Coalition (FCC)3.Morongo Community Coalition (MCC)Partners for Innovative Communities (PIC)Goal/Mission: A coalition that brings together community members and organizations to achieve common drive goals within San Bernardino and Riverside County. Vision: We visualize environments that uplift and encourage healthy mental and physical wellness by addressing substance abuse and violence issues. This goal and vision is accomplished through four different works groups and they are as follows: 1.Youth Court is peer-to-peer restorative justice. Individuals 12-18 years old who have committed crimes go through youth court. They get community service, and when they've completed their sentence, the mark on their record is expunged. 2.Bullying Workgroup is a PTO comprised of 7-10 parents at Mt. Verde Elementary in Ontario. There's a lot of curriculum but it's changed in each school to fit the context going on in the respective school. 3.ABC Taskforce Workgroup licenses every alcohol establishment in California through trainings and certifications done by law enforcement.4.Substance Abuse Works on reducing youth access to drugs and alcohol throughout the county. They strive to pass local ordinances, whether through municipalities or the county. Tobacco Awareness/ Youth Policy InitiativeGoal: The program is built to have students learn how to address youth issues within their community through policy and advocacy methods. Students will ultimately create a policy that will aid in creating a healthier and sustainable community. Participants in this program gain public speaking skills, learn conflict resolution, and how to become a positive and active member of the community. This goal is achieved through the following:Six different lessons are taught including topics of: policy, advocacy, prevention, social determinants of health, public speaking, and research.Students will create prevention/awareness projects on tobacco, alcohol and drugs.Program is run in 16 week increments in schools. Some sessions are held during health classes, during lunch and after school.Pre & Post SurveysCenter for Civic Policy & Leadership (CCPL)Goal/Mission: To build a body of policy and advocacy leaders among individual and organizational leaders in order to create significant social change in San Bernardino and Riverside CountiesThis goal is accomplished through the following:CCPL selects fifteen current and emerging leaders for a 17-month fellowship focused on cross-sectoral leadership development to propel health and well-being in the Inland Southern California region. They go through, intensive leadership training and create network opportunities. Trainings focus on the following areas:oIndividualoTeam-based oCommunity-basedoCooperative-based Fellows transfer skills to lead policy and advance violence prevention and community health in these two counties.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Healthy CommunitiesHealthy Jurupa Valley (HJV)Goal/Mission: Healthy Jurupa Valley's mission is to inspire residents to bring greater health, safety, & quality of life to everyone in the city.This goal is accomplished through four different workgroups, which are as follows: 1.Arts & Recreation2.Community Prosperity3.Gardens & Markets4.Safety & ReadinessJurupa Valley Family Resource NetworkLatino Health CollaborativeGoal/Mission: To improve the health of our community and to address barriers within the public and private systems that impact health and wellness.This goal is achieved through the following programs and services:Policy Work Group Community Engagement Groups (Healthy Muscoy, Healthy San Bernardino, Striders) Food Access Initiative Healthy MuscoyGoal/Mission: Healthy Muscoy is to inspire residents & effect change to bring better health, safety, & quality of life to residents of the unincorporated city of Muscoy This goal is achieved through the following programs and services:Annual Healthy Muscoy FestivalAdvocacy Youth ClubYouth RallyHealthy San BernardinoGoal/Mission: Healthy San Bernardino is an active community coalition that promotes healthy eating, lifestyles, and environmentsThis goal is achieved through three committees and the following programs/events:Education Committee - created San Bernardino Striders, which incorporates health education, physical activity, community support and advocacy around topics related to access to healthy food and physical activity. They offer a Flex CSA Farmshare individuals purchase local, organic, fresh fruits and vegetables at wholesale prices and participate in free health and physical activity education classes.Health Hubs Committee - identified 14 health hubs in San Bernardino and actively focuses and supports four of them by building on their partnerships to strengthen themPolicy Committee - developed two policy briefs that concentrate on access to healthy food and open and safe spaces for physical activityYouth Rally - offers various resources in the County for youth to encourage their involvementYouth Leadership Council - positive force to influence young people in their communities to avoid drugs and alcoholNutrition Education Obesity Prevention (NEOP)Goal/Mission: To improve the health status of low-income Californians through increased fruit and vegetable consumption and daily physical activity. This goal is achieved through the following structure:Evidenced based curriculumFive tailored fruit, vegetable and physical activity campaigns and programsIndividual class and lessons to adults and children. These classes are held in community centers and schools.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.12$0.99$3.14$11.0$9.94$1.05
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.72$2.09$8.99$8.96$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.75$2.06$9.22$8.35$0.87
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.75$1.19$7.25$7.32$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.33$1.26$4.92$4.35$0.56
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.70$0.69$3.50$3.19$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.49$0.29$3.72$3.71$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.66$0.29$4.29$4.14$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.84$0.13$3.62$3.55$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.66$0.05$3.12$3.01$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.87$0.06$2.73$3.29$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.17$0.51$3.23$3.08$0.15
2013Summary only. Only limited summary data is available for this year.$0.52$0.16$0.36$2.54$2.63$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.15$0.45$1.89
2011Summary only. Only limited summary data is available for this year.$0.53$0.10$0.43$1.65$1.63$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.12$0.42$1.71