Civic Intelligence

Pleasantview Industries Inc. Fka Pleasantview Achievement Ctr

990 • Fiscal year 2016 • EIN 95-3006805

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

27921 Urbandale AveSanta Clarita, CA 91350

(661) 296-6700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.06x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

34th percentile

-2.6%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

4.5%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$543,462

Down $11,532 (-2.1%) from 2015

Net Assets

Down

$511,025

Down $18,615 (-3.5%) from 2015

Liabilities

Up

$32,437

Up $7,083 (+28%) from 2015

Revenue

Up

$727,452

Up $31,214 (+4.5%) from 2015

Expenses

Up

$746,067

Up $10,122 (+1.4%) from 2015

Net Income

Up

-$18,615

Up $21,092 (+53%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $428,137Liabilities 2011: $1,814Net Assets 2011: $426,3232011Assets 2013: $544,297Liabilities 2013: $2,634Net Assets 2013: $541,6632013Assets 2014: $596,811Liabilities 2014: $27,464Net Assets 2014: $569,3472014Assets 2015: $554,994Liabilities 2015: $25,354Net Assets 2015: $529,6402015Assets 2016: $543,462Liabilities 2016: $32,437Net Assets 2016: $511,0252016Assets 2017: $503,591Liabilities 2017: $32,606Net Assets 2017: $470,9852017Assets 2018: $449,210Liabilities 2018: $20,354Net Assets 2018: $428,8562018Assets 2019: $445,806Liabilities 2019: $0Net Assets 2019: $445,8062019Assets 2020: $544,916Liabilities 2020: $0Net Assets 2020: $544,9162020Assets 2021: $631,517Liabilities 2021: $79,016Net Assets 2021: $552,5012021Assets 2022: $807,143Liabilities 2022: $42,186Net Assets 2022: $764,9572022Assets 2023: $957,278Liabilities 2023: $70,380Net Assets 2023: $886,8982023Assets 2024: $1,221,834Liabilities 2024: $68,412Net Assets 2024: $1,153,4222024

Highlighted filing

2016

Assets$543,462
Liabilities$32,437
Net Assets$511,025

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $576,827Expenses 2011: $623,930Net Income 2011: -$47,1032011Expenses 2013: $670,6422013Revenue 2014: $639,029Expenses 2014: $709,372Net Income 2014: -$70,3432014Revenue 2015: $696,238Expenses 2015: $735,945Net Income 2015: -$39,7072015Revenue 2016: $727,452Expenses 2016: $746,067Net Income 2016: -$18,6152016Revenue 2017: $717,630Expenses 2017: $757,670Net Income 2017: -$40,0402017Revenue 2018: $641,877Expenses 2018: $684,006Net Income 2018: -$42,1292018Revenue 2019: $736,802Expenses 2019: $719,852Net Income 2019: $16,9502019Revenue 2020: $848,325Expenses 2020: $749,215Net Income 2020: $99,1102020Revenue 2021: $845,737Expenses 2021: $812,155Net Income 2021: $33,5822021Revenue 2022: $1,268,008Expenses 2022: $1,126,587Net Income 2022: $141,4212022Revenue 2023: $1,123,983Expenses 2023: $1,145,458Net Income 2023: -$21,4752023Revenue 2024: $1,367,115Expenses 2024: $1,262,833Net Income 2024: $104,2822024

Highlighted filing

2016

Revenue$727,452
Expenses$746,067
Net Income-$18,615
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 18, 2017
Return Version
2015v3.0
Gross Receipts
$727,452
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide work services, supported employment and other support services for adults with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$193,503$223,312▲ $29,809
Land, Buildings, and Equipment, Net$199,163$171,901▼ $27,262
Accounts Receivable$86,093$78,104▼ $7,989
Other Notes and Loans Receivable, Net$72,000$54,000▼ $18,000
Prepaid Expenses and Deferred Charges$4,235$16,145▲ $11,910
Savings and Temporary Cash Investments-$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$554,994$543,462▼ $11,532
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$25,354$32,437▲ $7,083
Total Liabilities$25,354$32,437▲ $7,083
Net Assets / Fund Balance
Unrestricted Net Assets$457,640$457,025▼ $615
Temporarily Rstr Net Assets$72,000$54,000▼ $18,000
Total Net Assets Fund Balance$529,640$511,025▼ $18,615
Total Liabilities and Net Assets / Fund Balance$554,994$543,462▼ $11,532

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$149,686$268,029$417,715
Equipment$22,215$75,039$97,254
Buildings-$21,067$21,067
Other Land Buildings-$7,336$7,336
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill AlonsoPresident
Ed ColleyVice President
Gerry HowardExecutive Director
Linda RickSecretary
Robin ChoppeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$176,972
Program Service Revenue
$550,480
Investment Income
$0
Other Revenue
$0
All Other Contributions
$176,972
Change in Net Assets
$-18,615

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$146,531Fair Market Value (FMV)
Total Noncash Contributions1$146,531-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$610,363
Other Expenses$135,704
Total Fundraising Expense$2,810
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$465,941$82,225-$548,166
All Other Expenses$40,094$10,378$2,810$53,282
Payroll Taxes$30,253$3,361-$33,614
Other Employee Benefits$25,725$2,858-$28,583
Other Expenses$11,202$13,631-$11,202
Total Functional Expenses$630,804$112,453$2,810$746,067
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

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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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 11B: Form 990 Review Process

Form 990 is prepared by a certified public accountant specializing in npo compliance reporting. It is also reviewed by the executive director, gerry howard, and discussed with the cpa. Once approved by gerry howard for filing, the informational return form 990 and related state filings are executed by him and the cpa.

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

Executive director reviews interim financials and budget with the board of directors and all business relationships must be pre-approved.

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

Compensation packages offered and periodically changed for officers, directors and key eemployees must be brought before the board of directors, voted upon and confirmed by majority vote, all such activity is documented in the board minutes.

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

Compensation to officers, directors and key employees is reviewed and approved by the board and documented in the board minutes

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

All financial and tax compliance information and filings are available upon request.

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

All governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Pleasantview Industries Inc
EIN
95-3006805
Phone
6612966700
Address
27921 Urbandale Ave, Santa Clarita, CA 91350

Signing Officer

Name
Mr Gerry Howard
Title
Executive Director
Signed
2017-01-18
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
100
Volunteers
6

Preparer

Firm
Robert J Pacheco CPA
Address
27201 TOURNEY RD STE 201G, VALENCIA, CA 91355-1804
Preparer
Robert J Pacheco
Phone
6264823468
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT SPECIALIZING IN NPO COMPLIANCE REPORTING. IT IS ALSO REVIEWED BY THE EXECUTIVE DIRECTOR, GERRY HOWARD, AND DISCUSSED WITH THE CPA. ONCE APPROVED BY GERRY HOWARD FOR FILING, THE INFORMATIONAL RETURN FORM 990 AND RELATED STATE FILINGS ARE EXECUTED BY HIM AND THE CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE DIRECTOR REVIEWS INTERIM FINANCIALS AND BUDGET WITH THE BOARD OF DIRECTORS AND ALL BUSINESS RELATIONSHIPS MUST BE PRE-APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION PACKAGES OFFERED AND PERIODICALLY CHANGED FOR OFFICERS, DIRECTORS AND KEY EEMPLOYEES MUST BE BROUGHT BEFORE THE BOARD OF DIRECTORS, VOTED UPON AND CONFIRMED BY MAJORITY VOTE, ALL SUCH ACTIVITY IS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION TO OFFICERS, DIRECTORS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD AND DOCUMENTED IN THE BOARD MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL FINANCIAL AND TAX COMPLIANCE INFORMATION AND FILINGS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
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