Civic Intelligence

Project Independence

990 • Fiscal year 2022 • EIN 95-3147421

Jul 01, 2021 to Jun 30, 2022 • Filed on May 04, 2023

3505 Cadillac Avenue 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

57th percentile

0.18x

Higher debt load relative to assets than 57% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.24x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

26th percentile

-3.2%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$122,397

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.4%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$5,571,219

Down $254,164 (-4.4%) from 2021

Net Assets

Down

$4,574,888

Down $124,414 (-2.6%) from 2021

Liabilities

Down

$996,331

Down $129,750 (-12%) from 2021

Revenue

Down

$4,234,113

Down $1,239,289 (-23%) from 2021

Expenses

Down

$4,370,852

Down $397,477 (-8.3%) from 2021

Net Income

Down

-$136,739

Down $841,812 (-119%) from 2021

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

2022

Assets$5,571,219
Liabilities$996,331
Net Assets$4,574,888

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

2022

Revenue$4,234,113
Expenses$4,370,852
Net Income-$136,739
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 4, 2023
Return Version
2021v4.2
Gross Receipts
$4,234,113
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$3,863,617$3,684,316▼ $179,301
Land, Buildings, and Equipment, Net$1,477,325$1,416,446▼ $60,879
Accounts Receivable$454,192$450,497▼ $3,695
Prepaid Expenses and Deferred Charges$26,129$20,459▼ $5,670
Cash and Non-Interest-Bearing Accounts$-13,907$-18,401▼ $4,494
Total Assets$5,825,383$5,571,219▼ $254,164
Other Assets Total$18,027$17,902▼ $125
Liabilities
Mortgage Notes Payable Secured by Investment Property$594,187$524,042▼ $70,145
Accounts Payable and Accrued Expenses$531,894$472,289▼ $59,605
Total Liabilities$1,126,081$996,331▼ $129,750
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,581,191$4,402,081▼ $179,110
Net Assets With Donor Restrictions$118,111$172,807▲ $54,696
Total Net Assets Fund Balance$4,699,302$4,574,888▼ $124,414
Total Liabilities and Net Assets / Fund Balance$5,825,383$5,571,219▼ $254,164

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$935,644$562,823$1,498,467
Land$475,000-$475,000
Equipment$0$415,861$415,861
Other Land Buildings$5,802$348,667$354,469

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$14,594---$14,594
2020$14,594---$14,594
2019$14,594---$14,594
2018$14,594---$14,594
2017$14,594---$14,594
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Debra Marsteller Till 102921Executive Director, FormerFT$122,397$122,397
Robert Watson From 11121Executive DirectorFT$82,873$82,873

Board Members and Trustees

NameTitle
Dan PittmanPresident
Kurt YeagerVice President
Debbie MillerBoard Member
Harry StahlBoard Member
Ian RiceBoard Member
Jami CountrymanBoard Member
Judith ColeBoard Member
Diane PritchettSecretary
Del HartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,762
Program Service Revenue
$4,093,370
Investment Income
$7,981
Other Revenue
$0
All Other Contributions
$124,919
Change in Net Assets
$-136,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,225,511
Revenue Not Reported on Financial Statements
$8,602
Revenue Not Reported on Form 990
$12,325
Other Revenue Adjustments
$8,602
Total Revenue per Audited Statements
$4,237,836
Total Revenue per Form 990
$4,234,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,596,105
Other Expenses$774,747
Total Fundraising Expense$95,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,553,414$145,134$68,714$2,767,262
Other Employee Benefits$373,930$42,192$5,821$421,943
Payroll Taxes$208,594$27,184$5,144$240,922
Fees for Services Other-$181,019-$181,019
Current Officers, Directors, Trustees, and Key Employees$33,196$132,782-$165,978
Occupancy$64,627$22,055-$86,682
Depreciation Depletion-$61,004-$61,004
Insurance$50,850$5,686-$56,536
All Other Expenses$30,439$24,452$360$55,251
Other Expenses$66,521$53,665$14,614$53,665
Fees for Services Accounting-$32,222-$32,222
Interest$1,919$24,911-$26,830
Office Expenses$3,636$1,776-$5,412
Conferences and Meetings-$248$475$723
Total Functional Expenses$3,478,168$797,328$95,356$4,370,852

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,370,852
Total Expenses per Form 990$4,370,852
Total Expenses per Audited Statements$4,362,250
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-8,602
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
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 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
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 financial 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, 2022. 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.

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 O-103, COSTA MESA, CA 92626

Signing Officer

Name
Robert Watson
Title
CEO
Phone
7145493464
Signed
2023-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Watson
Formed
1976
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
111
Volunteers
40

Preparer

Firm
Singerlewak Llp
Address
18400 VON KARMAN AVE SUITE 110, IRVINE, CA 92612
Preparer
Jonathan P Schubert
Phone
9496230540
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 0. Management and general expenses 181,019. Fundraising expenses 0. Total expenses 181,019.

Form 990, Part IX, Line 24E

Telephone: program service expenses 25,677. Management and general expenses 3,904. Fundraising expenses 360. Total expenses 29,941. Staff development: program service expenses 1,250. Management and general expenses 14,535. Fundraising expenses 0. Total expenses 15,785. Printing: program service expenses 2,345. Management and general expenses 3,622. Fundraising expenses 0. Total expenses 5,967. Postage: program service expenses 558. Management and general expenses 2,447. Fundraising expenses 0. Total expenses 3,005. Program activities: program service expenses 609. Management and general expenses -56. Fundraising expenses 0. Total expenses 553.

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:

Other revenue reclass 8,602.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Other revenue reclass -8,602.

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

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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.
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05686
IRS990/InsuranceGrp/ProgramServicesAmt050850
IRS990/InsuranceGrp/TotalAmt056536
IRS990/InterestGrp/ManagementAndGeneralAmt024911
IRS990/InterestGrp/ProgramServicesAmt01919
IRS990/InterestGrp/TotalAmt026830
IRS990/InvestmentIncomeGrp/ExclusionAmt07981
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07981
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01327351
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01477325
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01416446
IRS990/LandBldgEquipCostOrOtherBssAmt02743797
IRS990/LegalDomicileStateCd0CA
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/BOYAmt0594187
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0524042
IRS990/NetAssetsOrFundBalancesBOYAmt04699302
IRS990/NetAssetsOrFundBalancesEOYAmt04574888
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012325
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04581191
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04402081
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt022055
IRS990/OccupancyGrp/ProgramServicesAmt064627
IRS990/OccupancyGrp/TotalAmt086682
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01776
IRS990/OfficeExpensesGrp/ProgramServicesAmt03636
IRS990/OfficeExpensesGrp/TotalAmt05412
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt018027
IRS990/OtherAssetsTotalGrp/EOYAmt017902
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05821
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042192
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0373930
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0421943
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0228
IRS990/OtherExpensesGrp/FundraisingAmt114614
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142723
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2247
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt353665
IRS990/OtherExpensesGrp/ProgramServicesAmt080542
IRS990/OtherExpensesGrp/ProgramServicesAmt110500
IRS990/OtherExpensesGrp/ProgramServicesAmt266521
IRS990/OtherExpensesGrp/TotalAmt080798
IRS990/OtherExpensesGrp/TotalAmt167837
IRS990/OtherExpensesGrp/TotalAmt266768
IRS990/OtherExpensesGrp/TotalAmt353665
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt068714
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0145134
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02553414
IRS990/OtherSalariesAndWagesGrp/TotalAmt02767262
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05144
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027184
IRS990/PayrollTaxesGrp/ProgramServicesAmt0208594
IRS990/PayrollTaxesGrp/TotalAmt0240922
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026129
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020459
IRS990/PrincipalOfficerNm0ROBERT WATSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3624310
IRS990/ProgramServiceRevenueGrp/BusinessCd4624310
IRS990/ProgramServiceRevenueGrp/Desc0BEHAVIOR PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1ADULT DEVELOPMENT PROG
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc4WORK INCENTIVE AND PLA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01167758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1989810
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2733961
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3688981
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4265196
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01167758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1989810
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2733961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3688981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4265196
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 43 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0850102
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0989810
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 111 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01293055
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01422942
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 91 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/ExpenseAmt0362310
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1186294
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0247664
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1265196
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0906983
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt038419
IRS990/PYOtherExpensesAmt0652172
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04528000
IRS990/PYRevenuesLessExpensesAmt0705073
IRS990/PYSalariesCompEmpBnftPaidAmt04116157
IRS990/PYTotalExpensesAmt04768329
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05473402
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-136739
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01167758
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03863617
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03684316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0397958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0392797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0414208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0371452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0354601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01931016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012529
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064036
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt022994392
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95020
IRS990ScheduleA/PublicSupportPY170Pct00.88080
IRS990ScheduleA/PublicSupportTotal170Amt01895820
IRS990ScheduleA/SubstantialContributorsTotAmt035196
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0397958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0392797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0414208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0371452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0354601
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01931016
IRS990ScheduleA/TotalSupportAmt01995085
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/BookValueAmt0935644
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0562823
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/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0415861
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0415861
IRS990ScheduleD/ExpensesNotReportedAmt0-8602
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04370852
IRS990ScheduleD/LandGrp/BookValueAmt0475000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0475000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012325
IRS990ScheduleD/OtherExpensesIncludedAmt0-8602

Document Assets

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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
2022Detailed filing. Detailed filing data is available for this year.$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
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