Civic Intelligence

Vtc Enterprises

990 • Fiscal year 2019 • EIN 95-2690539

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 27, 2020

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

41st percentile

0.13x

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

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

Liabilities / Revenue

43rd percentile

0.17x

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

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

Net Margin

45th percentile

1.8%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

36th percentile

$139,806

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

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

Asset Growth

32nd percentile

-0.3%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

30th percentile

-2.8%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$13,768,898

Down $44,295 (-0.3%) from 2018

Net Assets

Up

$12,034,521

Up $227,515 (+1.9%) from 2018

Liabilities

Down

$1,734,377

Down $271,810 (-14%) from 2018

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin45th percentile

Revenue

Down

$10,418,138

Down $301,211 (-2.8%) from 2018

Expenses

Down

$10,226,628

Down $718,225 (-6.6%) from 2018

Net Income

Up

$191,510

Up $417,014 (+185%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$13,768,898
Liabilities$1,734,377
Net Assets$12,034,521
Open 2019 Filing

Operations Trend

Revenue Growth30th 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

2019

Revenue$10,418,138
Expenses$10,226,628
Net Income$191,510
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 27, 2020
Return Version
2018v3.1
Gross Receipts
$11,241,041
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$5,383,415$5,197,199▼ $186,216
Investments in Publicly Traded Securities$2,731,022$3,173,307▲ $442,285
Savings and Temporary Cash Investments$1,585,965$1,364,618▼ $221,347
Accounts Receivable$1,211,307$1,292,855▲ $81,548
Pledges and Grants Receivable$401,824$405,915▲ $4,091
Prepaid Expenses and Deferred Charges$177,837$189,393▲ $11,556
Inventories for Sale or Use$35,538$27,321▼ $8,217
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$13,813,193$13,768,898▼ $44,295
Other Assets Total$2,286,285$2,118,290▼ $167,995
Liabilities
Mortgage Notes Payable Secured by Investment Property$834,700$743,153▼ $91,547
Accounts Payable and Accrued Expenses$879,603$725,961▼ $153,642
Other Liabilities$291,884$265,263▼ $26,621
Total Liabilities$2,006,187$1,734,377▼ $271,810
Net Assets / Fund Balance
Unrestricted Net Assets$11,405,182$11,628,606▲ $223,424
Temporarily Rstr Net Assets$401,824$405,915▲ $4,091
Total Net Assets Fund Balance$11,807,006$12,034,521▲ $227,515
Total Liabilities and Net Assets / Fund Balance$13,813,193$13,768,898▼ $44,295

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,250,649-$6,250,649
Equipment$2,496,147-$2,496,147
Land$21,811-$21,811
Other Land Buildings$-3,571,408$3,571,408-
Other Assets Org$68,571--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason TelanderCEOFT$136,497$3,309$139,806
Lisa WalkerCFOFT$113,917$4,741$118,658
Tanya AstroskyCOOFT$109,140$5,065$114,205

Board Members and Trustees

NameTitle
Janet SilveriaPast President
Polly HufferPresident
Schelli AcostaVice President
Brenda CoronaDirector
Daniel VillalobosDirector
Judy LundbergDirector
Kathy FargenDirector
Rose KinyonDirector
Sally OstiniDirector
Travis BiegelDirector
Lynn ConklinSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
West Coast ArboristsArborist2200 E Via Burton Street, Anaheim, CA 92806$104,430
Revenue and Support

Revenue Composition

Contributions and Grants
$302,763
Program Service Revenue
$9,693,060
Investment Income
$226,961
Other Revenue
$195,354
All Other Contributions
$51,593
Change in Net Assets
$191,510

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
Other Non Cash Contri Table1$44,003Est Fair Market Value (FMV)
Total Noncash Contributions1$44,003-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,418,138
Revenue Not Reported on Form 990
$36,647
Total Revenue per Audited Statements
$10,454,785
Total Revenue per Form 990
$10,418,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,680,105
Other Expenses$2,546,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,539,273$674,962-$6,214,235
Other Employee Benefits$919,194$36,863-$956,057
Office Expenses$593,420$71,494-$664,914
Payroll Taxes$399,464$49,979-$449,443
Depreciation Depletion$407,032$33,022-$440,054
Occupancy$329,166$70,896-$400,062
Travel$320,170$15,079-$335,249
Fees for Services Other$172,715--$172,715
Insurance$131,174$10,062-$141,236
Other Expenses$111,313--$111,313
Information Technology$93,481--$93,481
Interest$67,926$7,764-$75,690
Pension Plan Contributions$46,950$13,420-$60,370
Advertising$13,800$41,327-$55,127
Fees for Services Legal-$30,968-$30,968
Fees for Services Accounting-$25,714-$25,714
Total Functional Expenses$9,145,078$1,081,550$0$10,226,628

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,226,628
Total Expenses per Audited Statements$10,226,628
Total Expenses per Form 990$10,226,628
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$300,334
Fundraising Direct Expenses$142,704
Gaming Gross Income$106,734
Gaming Direct Expenses$69,124
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Elks Queen$300,334$300,334$142,704$157,630
Total Events$300,334$300,334$142,704$157,630
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Obligations$265,263
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
2020-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Polly Huffer
Formed
1962
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
341
Volunteers
12

Preparer

Firm
Stoltey & Associates
Address
2851 Grand Avenue, Los Olivos, CA 93441
Preparer
Brad A Stoltey
Phone
8056895880
Supplemental Narrative

Additional Explanations

Prior Period Adjustment

“During the year ended June 30, 2017, the Department of Labor completed an audit of the wages paid to program participants. As a result of the audit, the Organization discovered an additional payment was due to program participants totaling $30,689. The amount of past wages has been reported as a prior period adjustment decreasing unrestricted net assets at June 30, 2017 by $30,689.”

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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/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt02118290
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036863
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0956057
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,768,898
Liabilities
$1,734,377
Net assets
$12,034,521
Revenue
$10,418,138
Expenses
$10,226,628
Net income
$191,510
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