Civic Intelligence

Vocational Visions

EIN 95-2972669 • 501(c)3 • Mission Viejo, CA

Profile

Provides vocational, life skills training, and support services for adults with intellectual/developmental disabilities.

26041 PalaMission Viejo, CA 92691

www.vocationalvisions.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.34x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

54th percentile

0.27x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

53rd percentile

5.9%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-3.7%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Down

$8,405,026

Down $321,389 (-3.7%) from 2024

Liabilities

Down

$2,832,723

Down $941,170 (-25%) from 2024

Net Assets

Up

$5,572,303

Up $619,781 (+13%) from 2024

Revenue

Up

$10,471,834

Up $1,073,916 (+11%) from 2024

Expenses

Up

$9,852,053

Up $482,796 (+5.2%) from 2024

Net Income

Up

$619,781

Up $591,120 (+2062%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $5,595,138Liabilities 2011: $2,545,760Net Assets 2011: $3,049,3782011Assets 2012: $5,787,655Liabilities 2012: $2,628,141Net Assets 2012: $3,159,5142012Assets 2013: $5,853,282Liabilities 2013: $2,488,791Net Assets 2013: $3,364,4912013Assets 2014: $6,072,141Liabilities 2014: $2,518,332Net Assets 2014: $3,553,8092014Assets 2015: $6,229,297Liabilities 2015: $2,578,531Net Assets 2015: $3,650,7662015Assets 2016: $5,811,656Liabilities 2016: $2,633,261Net Assets 2016: $3,178,3952016Assets 2017: $5,379,405Liabilities 2017: $2,693,812Net Assets 2017: $2,685,5932017Assets 2018: $5,097,755Liabilities 2018: $2,330,030Net Assets 2018: $2,767,7252018Assets 2019: $5,094,464Liabilities 2019: $2,169,667Net Assets 2019: $2,924,7972019Assets 2020: $6,454,153Liabilities 2020: $3,462,725Net Assets 2020: $2,991,4282020Assets 2021: $8,132,887Liabilities 2021: $4,374,147Net Assets 2021: $3,758,7402021Assets 2022: $8,528,961Liabilities 2022: $3,987,191Net Assets 2022: $4,541,7702022Assets 2023: $8,731,630Liabilities 2023: $3,807,769Net Assets 2023: $4,923,8612023Assets 2024: $8,726,415Liabilities 2024: $3,773,893Net Assets 2024: $4,952,5222024Assets 2025: $8,405,026Liabilities 2025: $2,832,723Net Assets 2025: $5,572,3032025

Highlighted filing

2025

Assets$8,405,026
Liabilities$2,832,723
Net Assets$5,572,303

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,444,9702011Expenses 2012: $5,345,3142012Expenses 2013: $5,609,0302013Revenue 2014: $6,701,828Expenses 2014: $6,512,510Net Income 2014: $189,3182014Revenue 2015: $7,586,219Expenses 2015: $7,489,262Net Income 2015: $96,9572015Revenue 2016: $7,652,993Expenses 2016: $8,125,364Net Income 2016: -$472,3712016Revenue 2017: $7,717,305Expenses 2017: $8,210,107Net Income 2017: -$492,8022017Revenue 2018: $8,048,197Expenses 2018: $7,966,065Net Income 2018: $82,1322018Revenue 2019: $8,152,175Expenses 2019: $8,155,883Net Income 2019: -$3,7082019Revenue 2020: $8,032,107Expenses 2020: $7,965,476Net Income 2020: $66,6312020Revenue 2021: $8,843,607Expenses 2021: $8,076,295Net Income 2021: $767,3122021Revenue 2022: $8,323,346Expenses 2022: $7,540,316Net Income 2022: $783,0302022Revenue 2023: $8,249,277Expenses 2023: $7,867,186Net Income 2023: $382,0912023Revenue 2024: $9,397,918Expenses 2024: $9,369,257Net Income 2024: $28,6612024Revenue 2025: $10,471,834Expenses 2025: $9,852,053Net Income 2025: $619,7812025

Highlighted filing

2025

Revenue$10,471,834
Expenses$9,852,053
Net Income$619,781

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.41$2.83$5.57$10.5$9.85$0.62
2024Detailed filing. Detailed filing data is available for this year.$8.73$3.77$4.95$9.40$9.37$0.03
2023Detailed filing. Detailed filing data is available for this year.$8.73$3.81$4.92$8.25$7.87$0.38
2022Detailed filing. Detailed filing data is available for this year.$8.53$3.99$4.54$8.32$7.54$0.78
2021Detailed filing. Detailed filing data is available for this year.$8.13$4.37$3.76$8.84$8.08$0.77
2020Detailed filing. Detailed filing data is available for this year.$6.45$3.46$2.99$8.03$7.97$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.09$2.17$2.92$8.15$8.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.10$2.33$2.77$8.05$7.97$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.38$2.69$2.69$7.72$8.21$0.49
2016Detailed filing. Detailed filing data is available for this year.$5.81$2.63$3.18$7.65$8.13$0.47
2015Detailed filing. Detailed filing data is available for this year.$6.23$2.58$3.65$7.59$7.49$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.07$2.52$3.55$6.70$6.51$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$2.49$3.36$5.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$2.63$3.16$5.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$2.55$3.05$5.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$10,506,618
Mission and Program Overview

Mission

Provides vocational, life skills training, and support services for adults with development and other disabilities.

Provides vocational, life skills training, and support services for adults with intellectual/developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,453,950$4,220,356▼ $233,594
Investments in Publicly Traded Securities$2,107,386$2,164,645▲ $57,259
Accounts Receivable$846,873$953,085▲ $106,212
Cash and Non-Interest-Bearing Accounts$1,040,782$807,379▼ $233,403
Prepaid Expenses and Deferred Charges$114,744$109,177▼ $5,567
Total Assets$8,726,415$8,405,026▼ $321,389
Other Assets Total$162,680$150,384▼ $12,296
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,249,040$2,059,505▼ $189,535
Other Liabilities$605,121$457,377▼ $147,744
Unsecured Notes Loans Payable$401,419--
Accounts Payable and Accrued Expenses$518,313$307,841▼ $210,472
Deferred Revenue-$8,000-
Total Liabilities$3,773,893$2,832,723▼ $941,170
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,952,522$5,572,303▲ $619,781
Total Net Assets Fund Balance$4,952,522$5,572,303▲ $619,781
Total Liabilities and Net Assets / Fund Balance$8,726,415$8,405,026▼ $321,389

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,403,686$2,697,108$5,100,794
Equipment$408,126$770,595$1,178,721
Land$998,539-$998,539
Other Land Buildings$410,005-$410,005
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy ChervenakExecutive DirectorFT$137,037$30,454$167,491

Board Members and Trustees

NameTitle
Dr Linda AlbersChair
Hilary HurtVice Chair
Barbara BotelerBoardmember
Connie ChickBoardmember
Howard NeufeldBoardmember
Wayne HuntBoardmember
Sheri LeeSecretary
Mark SorensonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaiser PermanenteInsurance3030 N 3RD ST, Phoenix, AZ 85012$525,100
US BankMortgagePO BOX 2710, Rocklin, CA 95677$259,837
EnterpriseVehicle LeasingPO BOX 70870, Kansas City, MO 64180$257,923
Saylor Computer ConsultingConsulting15101 DRAK ELN, Huntington Beach, CA 92647$159,553
Revenue and Support

Revenue Composition

Contributions and Grants
$707,224
Program Service Revenue
$9,577,340
Investment Income
$113,824
Other Revenue
$73,446
All Other Contributions
$464,296
Change in Net Assets
$619,781

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$401,419Fair Market Value (FMV)
Total Noncash Contributions$401,419-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,471,834
Total Revenue per Audited Statements
$10,471,834
Total Revenue per Form 990
$10,471,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,804,746
Other Expenses$2,047,307
Total Fundraising Expense$77,230
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,518,927$533,353$68,397$7,120,677
Travel$573,650$7,699-$581,349
Payroll Taxes$473,691$37,655$5,232$516,578
Insurance$268,557$12,722$766$282,045
Depreciation Depletion$255,425--$255,425
Office Expenses$195,951$11,333$2,662$209,946
Information Technology$159,185$17,395$173$176,753
Current Officers, Directors, Trustees, and Key Employees$167,491--$167,491
Fees for Services Other$93,149$19,145-$112,294
Other Expenses$91,740$10,193-$101,933
Interest$59,224$20,487-$79,711
Total Functional Expenses$9,080,056$694,767$77,230$9,852,053

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,852,053
Total Expenses per Audited Statements$9,852,053
Total Expenses per Form 990$9,852,053
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,230
Fundraising Direct Expenses$34,784
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Enchanted$108,230$108,230-$108,230
Total Events$108,230$108,230$34,784$73,446
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Laibility$457,377

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACA Municipal Finance Authority2020-11-19$3,200,000To pay off old loan balance & fund improvements

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
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 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

There are active members as well as other members established by the board which include honory and organizational life members.

Member election for additional members Part VI line 7A

Each active member is entitled to one vote on each measure that comes before the membership including the election of the board of directors.

Governing body decisions Part VI line 7B

Each active member is entitled to one vote on each measure that comes before the membership including the election of the board of directors.

Form 990 governing body review Part VI line 11

Members of the finance committee will review the 990 prior to filing the 990.

Conflict of interest policy compliance Part VI line 12C

Prior to making any decisions the board evaluates for any conflicts of interest. Annual disclosure questionnaires are used to monitor and enforce compliance.

CEO executive director top management comp Part VI line 15A

The organization uses a compensation committee using compensation surveys and studies.

Other officer or key employee compensation Part VI line 15B

The organization uses a compensation committee using compensation studies and surveys.

Governing documents etc available to public Part VI line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Vocational Visions
EIN
95-2972669
In Care Of
% TIM CHERVENAK
Phone
9498377280
Address
26041 Pala, Mission Viejo, CA 92691

Signing Officer

Name
Tim Chervenak
Title
Executive Director
Phone
9498377280
Signed
2025-10-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Dr Linda Albers
Formed
1975
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
280

Preparer

Firm
Gruber and Lopez Inc
Address
438 OLD NEWPORT BLVD, Newport Beach, CA 92663
Preparer
Ron Lopez
Phone
9493462900
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