Civic Intelligence

Project Independence

990 • Fiscal year 2018 • EIN 95-3147421

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfilePROINDEPENDENCE.ORG

View Organization Page

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

(714) 549-3464

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,461,897

Flat from 2018

Net Assets

Flat

$4,103,464

Flat from 2018

Liabilities

Flat

$1,358,433

Flat from 2018

Revenue And Expenses

Revenue

Flat

$5,597,797

Flat from 2018

Expenses

Flat

$5,645,691

Flat from 2018

Net Income

Flat

-$47,894

Flat from 2018

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 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

2018

Assets$5,461,897
Liabilities$1,358,433
Net Assets$4,103,464
Open 2018 Filing

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 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

2018

Revenue$5,597,797
Expenses$5,645,691
Net Income-$47,894
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$5,604,842
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$3,204,251$3,162,239▼ $42,012
Land, Buildings, and Equipment, Net$1,771,807$1,736,923▼ $34,884
Accounts Receivable$558,089$516,198▼ $41,891
Prepaid Expenses and Deferred Charges$23,342$33,014▲ $9,672
Cash and Non-Interest-Bearing Accounts$-9,909$-9,004▲ $905
Total Assets$5,571,607$5,461,897▼ $109,710
Other Assets Total$24,027$22,527▼ $1,500
Liabilities
Mortgage Notes Payable Secured by Investment Property$863,520$790,645▼ $72,875
Accounts Payable and Accrued Expenses$556,729$567,788▲ $11,059
Total Liabilities$1,420,249$1,358,433▼ $61,816
Net Assets / Fund Balance
Unrestricted Net Assets$4,003,628$4,010,184▲ $6,556
Temporarily Rstr Net Assets$133,136$78,686▼ $54,450
Permanently Rstr Net Assets$14,594$14,594→ $0
Total Net Assets Fund Balance$4,151,358$4,103,464▼ $47,894
Total Liabilities and Net Assets / Fund Balance$5,571,607$5,461,897▼ $109,710

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,097,955$400,512$1,498,467
Land$475,000-$475,000
Equipment$98,872$359,031$457,903
Other Land Buildings$65,096$270,373$335,469

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$14,594---$14,594
2016$14,594---$14,594
2015$14,594---$14,594
2014$14,594---$14,594
2013$14,594---$14,594
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra MarstellerCEOFT$114,209$4,015$118,224

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$100,928
Program Service Revenue
$5,491,352
Investment Income
$10,257
Other Revenue
$-4,740
All Other Contributions
$58,915
Change in Net Assets
$-47,894

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,602,570
Revenue Not Reported on Financial Statements
$-4,773
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-4,773
Total Revenue per Audited Statements
$5,602,570
Total Revenue per Form 990
$5,597,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,656,508
Other Expenses$989,183
Total Fundraising Expense$85,914
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,523,026$167,386$62,813$3,753,225
Other Employee Benefits$363,393$31,934$845$396,172
Payroll Taxes$278,522$29,692$4,431$312,645
Current Officers, Directors, Trustees, and Key Employees$38,893$155,573-$194,466
Depreciation Depletion-$119,175-$119,175
All Other Expenses$80,506$27,250$591$108,347
Occupancy$63,469$32,626-$96,095
Insurance$55,773$5,650$4,378$65,801
Other Expenses$23,520$17,392$11,618$52,530
Fees for Services Other$3,980$38,708-$42,688
Interest$164$39,619-$39,783
Fees for Services Accounting$3,605$35,055-$38,660
Office Expenses$529$10,367$805$11,701
Conferences and Meetings$3,678$4,332-$8,010
Total Functional Expenses$4,781,139$778,638$85,914$5,645,691

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,650,464
Expenses per Audited Statements$5,645,691
Total Expenses per Form 990$5,645,691
Expenses Not Reported on Form 990$4,773
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$4,773
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oc Marathon$32,019-$4,773-
Walk for Independence$9,994-$0-
Total Events$42,013-$4,773$-4,773
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, 2018. 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 todd eckert, fund developer.”

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
2019-05-14

Organization Details

Principal Officer
Debra Marsteller
Formed
1976
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
185
Volunteers
100

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees: program service expenses 3,980. Management and general expenses 38,708. Fundraising expenses 0. Total expenses 42,688.”

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 -4,773.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 4,773.”

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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010367
IRS990/OfficeExpensesGrp/ProgramServicesAmt0529
IRS990/OfficeExpensesGrp/TotalAmt011701
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024027
IRS990/OtherAssetsTotalGrp/EOYAmt022527
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0845
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031934
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0363393
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0396172
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0433
IRS990/OtherExpensesGrp/FundraisingAmt111618
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02987
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt160892
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217392
IRS990/OtherExpensesGrp/ProgramServicesAmt0239948
IRS990/OtherExpensesGrp/ProgramServicesAmt1102053
IRS990/OtherExpensesGrp/ProgramServicesAmt280
IRS990/OtherExpensesGrp/ProgramServicesAmt323520
IRS990/OtherExpensesGrp/TotalAmt0243368
IRS990/OtherExpensesGrp/TotalAmt1102053
IRS990/OtherExpensesGrp/TotalAmt260972
IRS990/OtherExpensesGrp/TotalAmt352530
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt033
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033
IRS990/OtherRevenueTotalAmt033
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt062813
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0167386
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03523026
IRS990/OtherSalariesAndWagesGrp/TotalAmt03753225
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04431
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029692
IRS990/PayrollTaxesGrp/ProgramServicesAmt0278522
IRS990/PayrollTaxesGrp/TotalAmt0312645
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014594
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt014594
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023342
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033014
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/RelatedOrExemptFuncIncomeAmt01721697
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11600455
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2852124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3670238
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4393165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01721697
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11600455
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2852124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3670238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4393165
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 102 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01462448
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01721697
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 149 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01337864
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01522362
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 134 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/ExpenseAmt0447465
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1184953
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0393165
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1253673
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0259567
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029079
IRS990/PYOtherExpensesAmt0932858
IRS990/PYOtherRevenueAmt0-1423
IRS990/PYProgramServiceRevenueAmt05600644
IRS990/PYRevenuesLessExpensesAmt051036
IRS990/PYSalariesCompEmpBnftPaidAmt04903973
IRS990/PYTotalExpensesAmt05836831
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05887867
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-47894
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01600455
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03204251
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03162239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0354601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0486158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0364365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0373432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0755095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02333651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020666
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070575
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026611696
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt033
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02981
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt09770
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010179
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05551
IRS990ScheduleA/OtherIncome170Grp/TotalAmt028514
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83540
IRS990ScheduleA/PublicSupportPY170Pct00.81760
IRS990ScheduleA/PublicSupportTotal170Amt02032306
IRS990ScheduleA/SubstantialContributorsTotAmt0301345
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0354601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0486158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0364365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0373432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0755095
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02333651
IRS990ScheduleA/TotalSupportAmt02432740
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01097955
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0400512
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
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014594
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt098872
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0359031
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0457903
IRS990ScheduleD/ExpensesNotReportedAmt04773
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05645691
IRS990ScheduleD/LandGrp/BookValueAmt0475000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0475000
IRS990ScheduleD/OtherExpensesIncludedAmt04773
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt065096
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0270373
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0335469
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-4773
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-4773
IRS990ScheduleD/RevenueSubtotalAmt05602570
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES -4,773.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 4,773.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01736923
IRS990ScheduleD/TotalExpensesPerForm990Amt05645691

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,461,897
Liabilities
$1,358,433
Net assets
$4,103,464
Revenue
$5,597,797
Expenses
$5,645,691
Net income
-$47,894
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
2018Detailed filing. Detailed filing data is available for this year.$5.46$1.36$4.10$5.60$5.65$0.05
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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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