Civic Intelligence

Vtc Enterprises

990 • Fiscal year 2015 • EIN 95-2690539

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 18, 2016

Organization Profilevtc-sm.org

View Organization Page

2445 A StreetSanta Maria, CA 93454

(805) 928-5000

Siviq Scores

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

Liabilities / Assets

40th percentile

0.15x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

43rd percentile

0.19x

Higher debt load relative to revenue than 43% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

55th percentile

4.1%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

58th percentile

3.0%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

5.3%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$14,249,862

Up $414,975 (+3.0%) from 2014

Net Assets

Up

$12,154,603

Up $437,369 (+3.7%) from 2014

Liabilities

Down

$2,095,259

Down $22,394 (-1.1%) from 2014

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin55th percentile

Revenue

Up

$11,255,028

Up $570,560 (+5.3%) from 2014

Expenses

Up

$10,788,038

Up $483,904 (+4.7%) from 2014

Net Income

Up

$466,990

Up $86,656 (+23%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,194,874Liabilities 2010: $1,167,746Net Assets 2010: $9,027,1282010Assets 2011: $11,603,198Liabilities 2011: $1,747,237Net Assets 2011: $9,855,9612011Assets 2012: $12,890,635Liabilities 2012: $2,243,390Net Assets 2012: $10,647,2452012Assets 2013: $13,320,087Liabilities 2013: $1,990,132Net Assets 2013: $11,329,9552013Assets 2014: $13,834,887Liabilities 2014: $2,117,653Net Assets 2014: $11,717,2342014Assets 2015: $14,249,862Liabilities 2015: $2,095,259Net Assets 2015: $12,154,6032015Assets 2016: $14,268,537Liabilities 2016: $1,970,319Net Assets 2016: $12,298,2182016Assets 2017: $13,735,858Liabilities 2017: $1,653,451Net Assets 2017: $12,082,4072017Assets 2018: $13,813,193Liabilities 2018: $2,006,187Net Assets 2018: $11,807,0062018Assets 2019: $13,768,898Liabilities 2019: $1,734,377Net Assets 2019: $12,034,5212019Assets 2020: $15,502,669Liabilities 2020: $3,532,497Net Assets 2020: $11,970,1722020Assets 2021: $16,778,969Liabilities 2021: $1,818,124Net Assets 2021: $14,960,8452021Assets 2022: $14,919,120Liabilities 2022: $1,469,873Net Assets 2022: $13,449,2472022Assets 2023: $15,455,088Liabilities 2023: $1,238,995Net Assets 2023: $14,216,0932023Assets 2024: $16,180,361Liabilities 2024: $1,603,164Net Assets 2024: $14,577,1972024

Highlighted filing

2015

Assets$14,249,862
Liabilities$2,095,259
Net Assets$12,154,603
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,481,4002010Expenses 2011: $10,388,5582011Expenses 2012: $10,763,9822012Expenses 2013: $10,300,0892013Revenue 2014: $10,684,468Expenses 2014: $10,304,134Net Income 2014: $380,3342014Revenue 2015: $11,255,028Expenses 2015: $10,788,038Net Income 2015: $466,9902015Revenue 2016: $11,391,806Expenses 2016: $11,240,388Net Income 2016: $151,4182016Revenue 2017: $11,130,931Expenses 2017: $11,143,842Net Income 2017: -$12,9112017Revenue 2018: $10,719,349Expenses 2018: $10,944,853Net Income 2018: -$225,5042018Revenue 2019: $10,418,138Expenses 2019: $10,226,628Net Income 2019: $191,5102019Revenue 2020: $10,808,354Expenses 2020: $10,948,942Net Income 2020: -$140,5882020Revenue 2021: $13,019,852Expenses 2021: $10,812,066Net Income 2021: $2,207,7862021Revenue 2022: $11,441,559Expenses 2022: $11,088,728Net Income 2022: $352,8312022Revenue 2023: $11,384,419Expenses 2023: $11,491,424Net Income 2023: -$107,0052023Revenue 2024: $12,572,511Expenses 2024: $12,772,239Net Income 2024: -$199,7282024

Highlighted filing

2015

Revenue$11,255,028
Expenses$10,788,038
Net Income$466,990
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 18, 2016
Return Version
2014v6.0
Gross Receipts
$13,065,015
Mission and Program Overview

Mission

Rehabilitation, vocational, employment and advocacy services to adults with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,487,517$5,473,337▼ $14,180
Savings and Temporary Cash Investments$2,532,393$3,043,760▲ $511,367
Accounts Receivable$1,186,393$941,528▼ $244,865
Investments in Publicly Traded Securities$730,651$792,744▲ $62,093
Pledges and Grants Receivable$562,933$476,330▼ $86,603
Prepaid Expenses and Deferred Charges$271,240$469,846▲ $198,606
Inventories for Sale or Use$31,463$30,527▼ $936
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$13,834,887$14,249,862▲ $414,975
Other Assets Total$3,032,297$3,021,790▼ $10,507
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,120,914$1,050,094▼ $70,820
Accounts Payable and Accrued Expenses$977,989$1,045,165▲ $67,176
Other Liabilities$18,750--
Total Liabilities$2,117,653$2,095,259▼ $22,394
Net Assets / Fund Balance
Unrestricted Net Assets$11,154,301$11,678,273▲ $523,972
Temporarily Rstr Net Assets$562,933$476,330▼ $86,603
Total Net Assets Fund Balance$11,717,234$12,154,603▲ $437,369
Total Liabilities and Net Assets / Fund Balance$13,834,887$14,249,862▲ $414,975

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,743,193-$5,743,193
Equipment$2,363,731-$2,363,731
Land$21,811-$21,811
Other Land Buildings$-2,655,398$2,655,398-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Julie PosadaDirector of Comm ServicFT$140,218$140,218
Jason TelanderCEOFT$110,470$110,470

Board Members and Trustees

NameTitle
Polly HufferPast President
Kathy FargenPresident
Emilie Koff-martinVice President
Gustavo GuarreraDirector
Henry M GrennanDirector
Janet SilveriaDirector
Kim StewartDirector
Lynn ConklinDirector
Rose KinyonDirector
Schelli AcostaDirector
Cole KinneySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$275,309
Program Service Revenue
$10,654,488
Investment Income
$94,532
Other Revenue
$230,699
All Other Contributions
$79,301
Change in Net Assets
$466,990

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,255,028
Revenue Not Reported on Form 990
$-29,516
Total Revenue per Audited Statements
$11,225,512
Total Revenue per Form 990
$11,255,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,933,913
Other Expenses$2,854,125
Total Fundraising Expense$155,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,669,075$622,132-$6,291,207
Other Employee Benefits$1,028,298$37,146-$1,065,444
Office Expenses$845,522$60,523$155,121$1,061,166
Fees for Services Other$492,977--$492,977
Occupancy$362,732$89,273-$452,005
Payroll Taxes$407,801$43,513-$451,314
Depreciation Depletion$361,766$30,058-$391,824
Pension Plan Contributions$118,179$7,769-$125,948
Travel$116,419$9,279-$125,698
Insurance$102,185$7,422-$109,607
Advertising$12,770$48,296-$61,066
Fees for Services Legal$31,092$25,121-$56,213
Information Technology$46,229$6,631-$52,860
Payments to Affiliates$36,709--$36,709
Fees for Services Accounting-$14,000-$14,000
Total Functional Expenses$9,631,754$1,001,163$155,121$10,788,038

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,788,143
Expenses per Audited Statements$10,788,038
Total Expenses per Form 990$10,788,038
Expenses Not Reported on Form 990$105
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$207,845
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Elks Queen$207,845$207,845-$207,845
Total Events$207,845$207,845-$207,845
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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, Line 11B: Form 990 Review Process

“All board members will receive a draft of the irs form 990 prior to filing. All board members will have an opportunity to comment on the form prior to filing.”

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

“Policy is reviewed annually with members of the board”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Personnel committee reviews comparability wage studies and provides recommendation of compensation to the full board for review and approval.”

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

“Personnel committee reviews comparability wage studies and provides recommendation of compensation to the full board for review and approval.”

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

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Vtc Enterprises
EIN
95-2690539
Phone
8059285000
Address
2445 A STREET, SANTA MARIA, CA 93454

Signing Officer

Name
Jason Telander
Title
CEO
Signed
2016-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Fargen
Formed
1962
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
396
Volunteers
10

Preparer

Firm
Stoltey & Associates
Address
PO Box 57, Los Olivos, CA 93441
Preparer
Brad Stoltey CPA
Phone
8056895880
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IRS990/Desc0In 1961 a group of Santa Maria Valley parents organized to obtain services for their adult children with intellectual disabilities, (in those days called mental retardation.) The resulting Santa Maria Association for the Retarded was incorporated in 1962 and provided life skills training, first in a small house and later in a former utilities building in Santa Maria. With 1969 came the purchase of 5 acres on "A" Street in Santa Maria and a new name, North Santa Barbara County Rehabilitation Center. By 1980 services had evolved to embrace increased employment opportunities for people with disabilities, and we became Vocational Training Center. In the 1990s we began offering employment services to people with mental illness, and in the early 2000s to those who are deaf/hearing impaired or blind/visually impaired. By 2001, we were no longer a center-based organization, instead operating many "enterprising" community-based programs and business operations throughout the Central Coast. Thus, since most of the community knew us by the acronym "VTC" anyway, our corporate name was changed to VTC Enterprises.The mission of VTC Enterprises is to assist youth and adults with disabilities or other limitations in choosing and achieving their life goals. With a paid staff of 144, we serve in an average month 335 individuals at the home office in Santa Maria, in the Communities of Santa Maria, Lompoc, Southern San Luis Obispo County, at our Lompoc program, our Vandenberg Air force Base Programs, and at the Ventura Naval Bases. VTC Enterprises is accredited by CARF International, the independent, nonprofit accreditor of health and human services. For over 30 years, VTC has received the highest possible award, a 3 year accreditation. VTC has also been awarded Santa Maria Industry Education Council Award for Continuous Community Support - 2012, Santa Maria Chamber of Commerce Citizen of the Year - 2011-12, Recipient of Certificate of Achievement for outstanding performance on AbilityOne contracts for eleven consecutive years, Awarded Third Place Award by NISH in nationwide 2008-09 National Scholar Award for Workplace Innovation and Design, Awarded First Place Award by NISH in nationwide 2007-08 National Scholar Award for Workplace Innovation and Design, City of Santa Maria Award of Excellence for Community Development Block Grant recipients - 2006-07, Selected 2006 "Small Business of the Year" in the 33rd Assembly District by Assembly member Sam Blakeslee, and 1990 Community Based Organization of the Year by the Department of Rehabilitation - Santa Barbara District. VTC has also been granted a Service Award by the Commission for Women and is proud to be the winner of the Best of Northern Santa Barbara County's "Best Community Nonprofit" in 2012. VTC Enterprises uses a person centered approach in the provision of services. The service recipient designs their own goals and objectives through this planning process with the support of their team. Services include Employment, Employment Preparation, Supported Employment, Work Adjustment, Integrated Work, and Quality Life Services. Additionally we serve seniors who have recently lost vision, in their home to help them to learn how to live life with low or no vision. We serve people with developmental disabilities, autism spectrum disorders, epilepsy, mental illness, communication disabilities, sensory disabilities, deafness, neurological disabilities and many more. Our programs strive towards being the most innovative, distinctive, and continually move forward. We serve people who range from needing full support to living independently.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR OF COMM SERVIC
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IRS990/MissionDesc0REHABILITATION, VOCATIONAL, EMPLOYMENT AND ADVOCACY SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0207845
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt089273
IRS990/OccupancyGrp/ProgramServicesAmt0362732
IRS990/OccupancyGrp/TotalAmt0452005
IRS990/OfficeExpensesGrp/FundraisingAmt0155121
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt060523
IRS990/OfficeExpensesGrp/ProgramServicesAmt0845522
IRS990/OfficeExpensesGrp/TotalAmt01061166
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt03021790
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037146
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01028298
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01065444
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IRS990/OtherRevenueTotalAmt022854
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0622132
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05669075
IRS990/OtherSalariesAndWagesGrp/TotalAmt06291207
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt036709
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/TotalAmt0451314
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07769
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0118179
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0271240
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0469846
IRS990/PrincipalOfficerNm0KATHY FARGEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FEES
IRS990/ProgramServiceRevenueGrp/Desc1SALES
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE CONTRACTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11292764
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24661487
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11292764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24661487
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IRS990/PYContributionsGrantsAmt0389636
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0124051
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IRS990/PYOtherExpensesAmt02615466
IRS990/PYOtherRevenueAmt016288
IRS990/PYProgramServiceRevenueAmt010154493
IRS990/PYRevenuesLessExpensesAmt0380334
IRS990/PYSalariesCompEmpBnftPaidAmt07688668
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IRS990/PYTotalRevenueAmt010684468
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0466990
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,249,862
Liabilities
$2,095,259
Net assets
$12,154,603
Revenue
$11,255,028
Expenses
$10,788,038
Net income
$466,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.2$1.60$14.6$12.6$12.8$0.20
2023Detailed filing. Detailed filing data is available for this year.$15.5$1.24$14.2$11.4$11.5$0.11
2022Detailed filing. Detailed filing data is available for this year.$14.9$1.47$13.4$11.4$11.1$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$1.82$15.0$13.0$10.8$2.21
2020Detailed filing. Detailed filing data is available for this year.$15.5$3.53$12.0$10.8$10.9$0.14
2019Detailed filing. Detailed filing data is available for this year.$13.8$1.73$12.0$10.4$10.2$0.19
2018Detailed filing. Detailed filing data is available for this year.$13.8$2.01$11.8$10.7$10.9$0.23
2017Detailed filing. Detailed filing data is available for this year.$13.7$1.65$12.1$11.1$11.1$0.01
2016Detailed filing. Detailed filing data is available for this year.$14.3$1.97$12.3$11.4$11.2$0.15
2015Detailed filing. Detailed filing data is available for this year.$14.2$2.10$12.2$11.3$10.8$0.47
2014Detailed filing. Detailed filing data is available for this year.$13.8$2.12$11.7$10.7$10.3$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$1.99$11.3$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$2.24$10.6$10.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$1.75$9.86$10.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$1.17$9.03$9.48