Civic Intelligence

Project Independence

990 • Fiscal year 2017 • EIN 95-3147421

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 05, 2018

3505 Cadillac Avenue No O-103Costa Mesa, CA 92626

(714) 549-3464

Siviq Scores

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

Liabilities / Assets

59th percentile

0.25x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.24x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$112,080

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

37th percentile

0.5%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

6.7%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,571,607

Up $28,585 (+0.5%) from 2016

Net Assets

Up

$4,151,358

Up $51,036 (+1.2%) from 2016

Liabilities

Down

$1,420,249

Down $22,451 (-1.6%) from 2016

Revenue

Up

$5,887,867

Up $370,976 (+6.7%) from 2016

Expenses

Up

$5,836,831

Up $120,490 (+2.1%) from 2016

Net Income

Up

$51,036

Up $250,486 (+126%) from 2016

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$0Assets 2010: $5,153,961Liabilities 2010: $2,015,166Net Assets 2010: $3,138,7952010Assets 2011: $5,121,172Liabilities 2011: $1,971,996Net Assets 2011: $3,149,1762011Assets 2012: $5,127,094Liabilities 2012: $1,887,266Net Assets 2012: $3,239,8282012Assets 2013: $5,356,037Liabilities 2013: $1,943,901Net Assets 2013: $3,412,1362013Assets 2014: $5,778,338Liabilities 2014: $1,595,140Net Assets 2014: $4,183,1982014Assets 2015: $5,826,122Liabilities 2015: $1,526,350Net Assets 2015: $4,299,7722015Assets 2016: $5,543,022Liabilities 2016: $1,442,700Net Assets 2016: $4,100,3222016Assets 2017: $5,571,607Liabilities 2017: $1,420,249Net Assets 2017: $4,151,3582017Assets 2018: $5,461,897Liabilities 2018: $1,358,433Net Assets 2018: $4,103,4642018Assets 2019: $5,315,609Liabilities 2019: $1,226,124Net Assets 2019: $4,089,4852019Assets 2020: $5,947,611Liabilities 2020: $1,953,382Net Assets 2020: $3,994,2292020Assets 2021: $5,825,383Liabilities 2021: $1,126,081Net Assets 2021: $4,699,3022021Assets 2022: $5,571,219Liabilities 2022: $996,331Net Assets 2022: $4,574,8882022Assets 2023: $5,311,670Liabilities 2023: $814,472Net Assets 2023: $4,497,1982023Assets 2024: $5,041,602Liabilities 2024: $665,297Net Assets 2024: $4,376,3052024Assets 2025: $5,563,752Liabilities 2025: $297,000Net Assets 2025: $5,266,7522025

Highlighted filing

2017

Assets$5,571,607
Liabilities$1,420,249
Net Assets$4,151,358

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $6,325,8472010Expenses 2011: $6,281,0612011Revenue 2012: $5,875,578Expenses 2012: $5,786,131Net Income 2012: $89,4472012Expenses 2013: $5,479,7272013Revenue 2014: $6,297,041Expenses 2014: $5,525,979Net Income 2014: $771,0622014Revenue 2015: $5,763,343Expenses 2015: $5,646,769Net Income 2015: $116,5742015Revenue 2016: $5,516,891Expenses 2016: $5,716,341Net Income 2016: -$199,4502016Revenue 2017: $5,887,867Expenses 2017: $5,836,831Net Income 2017: $51,0362017Revenue 2018: $5,597,797Expenses 2018: $5,645,691Net Income 2018: -$47,8942018Revenue 2019: $5,324,689Expenses 2019: $5,338,668Net Income 2019: -$13,9792019Revenue 2020: $5,153,338Expenses 2020: $5,248,594Net Income 2020: -$95,2562020Revenue 2021: $5,473,402Expenses 2021: $4,768,329Net Income 2021: $705,0732021Revenue 2022: $4,234,113Expenses 2022: $4,370,852Net Income 2022: -$136,7392022Revenue 2023: $3,731,075Expenses 2023: $3,804,785Net Income 2023: -$73,7102023Revenue 2024: $3,222,610Expenses 2024: $3,343,503Net Income 2024: -$120,8932024Revenue 2025: $3,949,251Expenses 2025: $3,058,804Net Income 2025: $890,4472025

Highlighted filing

2017

Revenue$5,887,867
Expenses$5,836,831
Net Income$51,036
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 5, 2018
Return Version
2016v3.0
Gross Receipts
$5,917,571
Mission and Program Overview

Mission

To promote civil rights for people with developmental disabilities through services which expand independence and choice.

Provide independent & supported living skills training, supported employment and community based day care for people with developmental disabilities. To operate schools and conduct programs of rehabilitative therapy for learning-disabled children and adults, and programs of habilitative training for other children and adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,018,036$3,204,251▲ $186,215
Land, Buildings, and Equipment, Net$1,896,932$1,771,807▼ $125,125
Accounts Receivable$560,730$558,089▼ $2,641
Prepaid Expenses and Deferred Charges$20,646$23,342▲ $2,696
Cash and Non-Interest-Bearing Accounts$21,151$-9,909▼ $31,060
Total Assets$5,543,022$5,571,607▲ $28,585
Other Assets Total$25,527$24,027▼ $1,500
Liabilities
Mortgage Notes Payable Secured by Investment Property$938,247$863,520▼ $74,727
Accounts Payable and Accrued Expenses$504,453$556,729▲ $52,276
Total Liabilities$1,442,700$1,420,249▼ $22,451
Net Assets / Fund Balance
Unrestricted Net Assets$4,039,973$4,003,628▼ $36,345
Temporarily Rstr Net Assets$45,755$133,136▲ $87,381
Permanently Rstr Net Assets$14,594$14,594→ $0
Total Net Assets Fund Balance$4,100,322$4,151,358▲ $51,036
Total Liabilities and Net Assets / Fund Balance$5,543,022$5,571,607▲ $28,585

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,141,494$356,973$1,498,467
Land$475,000-$475,000
Equipment$107,724$305,316$413,040
Other Land Buildings$47,589$252,250$299,839

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$14,594---$14,594
2015$14,594---$14,594
2014$14,594---$14,594
2013$14,594---$14,594
2012$14,594---$14,594
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra MarstellerExecutive DirectorFT$108,000$4,080$112,080
Robert WatsonAssociate DirectorFT$78,879-$78,879

Board Members and Trustees

NameTitle
Judith ColePresident
Harry StahlVice President
Bobby SpitzbergBoard Member
Dana HalleBoard Member
Diane PritchettBoard Member
Kurt YeagerBoard Member
Tony De AlmeidaBoard Member
Dan PittmanSecretary
Del HartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$259,567
Program Service Revenue
$5,600,644
Investment Income
$29,079
Other Revenue
$-1,423
All Other Contributions
$230,976
Change in Net Assets
$51,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,892,271
Revenue Not Reported on Financial Statements
$-4,404
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-4,404
Total Revenue per Audited Statements
$5,892,271
Total Revenue per Form 990
$5,887,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,903,973
Other Expenses$932,858
Total Fundraising Expense$79,127
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,724,786$169,706$53,474$3,947,966
Other Employee Benefits$423,599$38,748$55$462,402
Payroll Taxes$263,265$30,709$3,265$297,239
Current Officers, Directors, Trustees, and Key Employees$39,273$157,093-$196,366
Depreciation Depletion-$114,047-$114,047
All Other Expenses$68,383$32,543$424$101,350
Occupancy$60,510$30,955-$91,465
Insurance$48,820$5,673$2,652$57,145
Other Expenses$15,122$56,150$18,063$56,150
Interest$135$42,819-$42,954
Fees for Services Accounting$2,120$27,861-$29,981
Office Expenses$978$13,797$411$15,186
Fees for Services Other$1,908$12,363-$14,271
Conferences and Meetings$1,081$3,564-$4,645
Total Functional Expenses$4,990,469$767,235$79,127$5,836,831

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,841,235
Expenses per Audited Statements$5,836,831
Total Expenses per Form 990$5,836,831
Expenses Not Reported on Form 990$4,404
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,404
Fundraising Gross Income$2,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oc Marathon$7,165-$0-
Walk for Independence$23,626$2,200$3,518$-1,318
Total Events$30,791$2,200$4,404$-2,204
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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 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, Section B, Line 11B

The board nominates board members for the audit committee. The audit committee reviews the finanical documents and tax returns before they are submitted and finalized.

Form 990, Part VI, Section B, Line 12C

The board reviews all issues regarding conflict of interest.

Form 990, Part VI, Section B, Line 15

The organization utilizes compensation surveys and studies and board approval to establish that compensation is reasonable. The executive director's compensation was reviewed for the fiscal year ended june 30, 2017. The boards of directors form a review board each year to review the executive director's job description and job performance. They approve any pay increases or additional benefits for her position. The senior managers are evaluated by the executive director every few years. No wage increases or other forms of compensation have been made to the management team in the past year, except for michael voegele, director of independent/supported living services.

Form 990, Part VI, Section C, Line 18

The form 990 is available on guidestar. The form 1023 and form 990 are available upon request.

Form 990, Part VI, Section C, Line 19

Copies of governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Project Independence
EIN
95-3147421
Phone
7145493464
Address
3505 CADILLAC AVENUE NO O-103, COSTA MESA, CA 92626

Signing Officer

Name
Debra Marsteller
Title
CEO
Phone
7145493464
Signed
2018-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Marsteller
Formed
1976
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
179
Volunteers
140

Preparer

Firm
Hbla Certified Public Accountants Inc
Address
19600 FAIRCHILD STE 320, IRVINE, CA 92612
Preparer
Edward E Benoe
Phone
9498332815
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 1,908. Management and general expenses 12,363. Fundraising expenses 0. Total expenses 14,271.

Form 990, Part XII, Line 2C

Audit committee: the board of directors has constituted an audit committee and delegated to that committee the responsibility for engaging independent auditors and monitoring the audit process. This structure has been in effect in prior years and was not changed in the current year.

Financial Statement Notes

PART V, LINE 4:

The organization received funds from the orange county housing authority for aiding clients in obtaining housing. The cash is permanently restricted for this use and requires a separate bank account. These funds are loaned to clients for rent deposits and expenses. The funds are reported as restricted cash and permanently restricted net assets.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising expenses -4,404.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses 4,404.

Raw XML AppendixShowing 400 of 560 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0504453
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0556729
IRS990/AccountsReceivableGrp/BOYAmt0560730
IRS990/AccountsReceivableGrp/EOYAmt0558089
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE INDEPENDENT & SUPPORTED LIVING SKILLS TRAINING, SUPPORTED EMPLOYMENT AND COMMUNITY BASED DAY CARE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. TO OPERATE SCHOOLS AND CONDUCT PROGRAMS OF REHABILITATIVE THERAPY FOR LEARNING-DISABLED CHILDREN AND ADULTS, AND PROGRAMS OF HABILITATIVE TRAINING FOR OTHER CHILDREN AND ADULTS.
IRS990/AllOtherContributionsAmt0230976
IRS990/AllOtherExpensesGrp/FundraisingAmt0424
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt032543
IRS990/AllOtherExpensesGrp/ProgramServicesAmt068383
IRS990/AllOtherExpensesGrp/TotalAmt0101350
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBRA MARSTELLER
IRS990/BooksInCareOfDetail/PhoneNum07145493464
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03505 CADILLAC SUITE O-103
IRS990/BooksInCareOfDetail/USAddress/CityNm0COSTA MESA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092626
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt021151
IRS990/CashNonInterestBearingGrp/EOYAmt0-9909
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0157093
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt039273
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0196366
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03564
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01081
IRS990/ConferencesMeetingsGrp/TotalAmt04645
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt028591
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0259567
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029079
IRS990/CYOtherExpensesAmt0932858
IRS990/CYOtherRevenueAmt0-1423
IRS990/CYProgramServiceRevenueAmt05600644
IRS990/CYRevenuesLessExpensesAmt051036
IRS990/CYSalariesCompEmpBnftPaidAmt04903973
IRS990/CYTotalExpensesAmt05836831
IRS990/CYTotalFundraisingExpenseAmt079127
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05887867
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0114047
IRS990/DepreciationDepletionGrp/TotalAmt0114047
IRS990/Desc0BEHAVIOR SUPPORT SERVICES - POSITIVE BEHAVIOR SUPPORT PLANS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. PROGRAM GOAL IS TO PROVIDE TRAINING IN THE AREAS OF SELF-HELP, VOCATIONAL, AND COMMUNITY INTEGRATION. FUNDED BY THE REGIONAL CENTER OF ORANGE COUNTY. STAFFING RATIOS 1:1, 1:3. APPROXIMATELY 54 CLIENTS SERVED.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0179
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01380615
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027861
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02120
IRS990/FeesForServicesAccountingGrp/TotalAmt029981
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt012363
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01908
IRS990/FeesForServicesOtherGrp/TotalAmt014271
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1050.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt94080
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0HARRY STAHL
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN PITTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DEL HART
IRS990/Form990PartVIISectionAGrp/PersonNm3JUDITH COLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DANA HALLE
IRS990/Form990PartVIISectionAGrp/PersonNm5KURT YEAGER
IRS990/Form990PartVIISectionAGrp/PersonNm6BOBBY SPITZBERG
IRS990/Form990PartVIISectionAGrp/PersonNm7DIANE PRITCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm8TONY DE ALMEIDA
IRS990/Form990PartVIISectionAGrp/PersonNm9DEBRA MARSTELLER
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT WATSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9108000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1078879
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSOCIATE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt028591
IRS990/FundraisingDirectExpensesAmt04404
IRS990/FundraisingGrossIncomeAmt02200
IRS990/GainOrLossGrp/OtherAmt09070
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt034370
IRS990/GrossReceiptsAmt05917571
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt02652
IRS990/InsuranceGrp/ManagementAndGeneralAmt05673
IRS990/InsuranceGrp/ProgramServicesAmt048820
IRS990/InsuranceGrp/TotalAmt057145
IRS990/InterestGrp/ManagementAndGeneralAmt042819
IRS990/InterestGrp/ProgramServicesAmt0135
IRS990/InterestGrp/TotalAmt042954
IRS990/InvestmentIncomeGrp/ExclusionAmt020009
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020009
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0914539
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01896932
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01771807
IRS990/LandBldgEquipCostOrOtherBssAmt02686346
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt025300
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE CIVIL RIGHTS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES THROUGH SERVICES WHICH EXPAND INDEPENDENCE AND CHOICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0938247
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0863520
IRS990/NetAssetsOrFundBalancesBOYAmt04100322
IRS990/NetAssetsOrFundBalancesEOYAmt04151358
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09070
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09070
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2204
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2204
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt030955
IRS990/OccupancyGrp/ProgramServicesAmt060510
IRS990/OccupancyGrp/TotalAmt091465
IRS990/OfficeExpensesGrp/FundraisingAmt0411
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013797
IRS990/OfficeExpensesGrp/ProgramServicesAmt0978
IRS990/OfficeExpensesGrp/TotalAmt015186
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt025527
IRS990/OtherAssetsTotalGrp/EOYAmt024027
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt055
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038748
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0423599
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0462402
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0783
IRS990/OtherExpensesGrp/FundraisingAmt118063
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01980
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt129227
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt256150
IRS990/OtherExpensesGrp/ProgramServicesAmt0242813
IRS990/OtherExpensesGrp/ProgramServicesAmt197676
IRS990/OtherExpensesGrp/ProgramServicesAmt215122
IRS990/OtherExpensesGrp/TotalAmt0245576
IRS990/OtherExpensesGrp/TotalAmt197676
IRS990/OtherExpensesGrp/TotalAmt262412
IRS990/OtherExpensesGrp/TotalAmt356150
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt0781
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0781
IRS990/OtherRevenueTotalAmt0781
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt053474
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0169706
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03724786
IRS990/OtherSalariesAndWagesGrp/TotalAmt03947966
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03265
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030709
IRS990/PayrollTaxesGrp/ProgramServicesAmt0263265
IRS990/PayrollTaxesGrp/TotalAmt0297239
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014594
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt014594
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020646
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023342
IRS990/PrincipalOfficerNm0DEBRA MARSTELLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3624310
IRS990/ProgramServiceRevenueGrp/BusinessCd4624310
IRS990/ProgramServiceRevenueGrp/Desc0ADULT DEVELOPMENT PROG
IRS990/ProgramServiceRevenueGrp/Desc1BEHAVIOR PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc4SUPPORTIVE EMPLOYMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01803508
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11613524
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2843517
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3690293
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4394620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01803508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11613524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2843517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3690293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4394620
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT DEVELOPMENT SERVICES - CONSUMER-DRIVEN SERVICES TO SUPPORT INDIVIDUAL GOALS OF ADULTS WITH DEVELOPMENTAL DISABILITIES. PROGRAM GOAL IS TO PROVIDE FUNCTIONAL COMMUNITY TRAINING BASED ON INDIVIDUAL NEEDS AND CHOICE, AS WELL AS INTEGRATED SUPPORTED EMPLOYMENT. STAFFING RATIOS 1:4. FUNDED BY THE REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 103 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01585373
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01803508
IRS990/ProgSrvcAccomActy3Grp/Desc0INDEPENDENT & SUPPORTED LIVING SERVICES - LIFE QUALITY AND SATISFACTION ASSESSMENT FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. PROGRAM GOAL IS TO PROVIDE TRAINING AND EXPERIENCE TO ENABLE CLIENTS TO FUNCTION WITHIN THE COMMUNITY AND ASSESS THE INDIVIDUAL'S SATISFACTION WITH PROVIDED SERVICES. FUNDED BY THE REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 156 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01391782
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01533810
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORTIVE EMPLOYMENT SERVICES - JOB PLACEMENT AND COACHING TO CLIENTS WHO ARE DEVELOPMENTALLY DISABLED. PROGRAM GOAL IS TO PROVIDE JOB PLACEMENT AND JOB COACHING TO ENABLE CLIENTS TO FUNCTION WITHIN THE COMMUNITY. FUNDED BY CALIFORNIA DEPARTMENT OF REHABILITION AND THE REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 145 CLIENTS SERVED.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1WORK INCENTIVE AND PLANNING ASSISTANCE - WINNING WITH WORK INCENTIVES IS A PROGRAM DESIGNED TO HELP BENEFITS PLANNING, ASSISTANCE AND OUTREACH FOR PERSONS RECEIVING SOCIAL SECURITY BENEFITS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0436482
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1196217
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0394620
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1255182
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt085757
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04423
IRS990/PYOtherExpensesAmt0993787
IRS990/PYOtherRevenueAmt03713
IRS990/PYProgramServiceRevenueAmt05422998
IRS990/PYRevenuesLessExpensesAmt0-199450
IRS990/PYSalariesCompEmpBnftPaidAmt04722554
IRS990/PYTotalExpensesAmt05716341
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05516891
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt051036
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01613524
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03018036
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03204251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0486158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0364365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0373432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0755095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0162420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02141470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020666
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016890
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074936
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026850980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02981
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt09770
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010179
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05551
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01317
IRS990ScheduleA/OtherIncome170Grp/TotalAmt029798
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81760
IRS990ScheduleA/PublicSupportPY170Pct00.87940
IRS990ScheduleA/PublicSupportTotal170Amt01836394
IRS990ScheduleA/SubstantialContributorsTotAmt0305076
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0486158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0364365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0373432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0755095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0162420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02141470
IRS990ScheduleA/TotalSupportAmt02246204
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01141494
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0356973
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01498467
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014594

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.30$5.27$3.95$3.06$0.89
2024Summary only. Only limited summary data is available for this year.$5.04$0.67$4.38$3.22$3.34$0.12
2023Summary only. Only limited summary data is available for this year.$5.31$0.81$4.50$3.73$3.80$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$1.00$4.57$4.23$4.37$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$1.13$4.70$5.47$4.77$0.71
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.95$1.95$3.99$5.15$5.25$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$1.23$4.09$5.32$5.34$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$1.36$4.10$5.60$5.65$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.57$1.42$4.15$5.89$5.84$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$1.44$4.10$5.52$5.72$0.20
2015Summary only. Only limited summary data is available for this year.$5.83$1.53$4.30$5.76$5.65$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.78$1.60$4.18$6.30$5.53$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$1.94$3.41$5.48
2012Summary only. Only limited summary data is available for this year.$5.13$1.89$3.24$5.88$5.79$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$1.97$3.15$6.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$2.02$3.14$6.33