Civic Intelligence

Project Independence

990 • Fiscal year 2024 • EIN 95-3147421

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 26, 2024

Organization ProfilePROINDEPENDENCE.ORG

View Organization Page

3505 Caillac Avenue Ste O-103Costa Mesa, CA 92626

(714) 549-3464

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,041,602

Flat from 2024

Net Assets

Flat

$4,376,305

Flat from 2024

Liabilities

Flat

$665,297

Flat from 2024

Revenue And Expenses

Revenue

Flat

$3,222,610

Flat from 2024

Expenses

Flat

$3,343,503

Flat from 2024

Net Income

Flat

-$120,893

Flat from 2024

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 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

2024

Assets$5,041,602
Liabilities$665,297
Net Assets$4,376,305
Open 2024 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 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 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

2024

Revenue$3,222,610
Expenses$3,343,503
Net Income-$120,893
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 26, 2024
Return Version
2023v5.1
Gross Receipts
$3,222,610
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,894,254$1,820,784▼ $73,470
Investments in Publicly Traded Securities$1,181,896$1,443,406▲ $261,510
Land, Buildings, and Equipment, Net$1,379,408$1,340,531▼ $38,877
Accounts Receivable$374,447$305,480▼ $68,967
Savings and Temporary Cash Investments$445,586$96,176▼ $349,410
Prepaid Expenses and Deferred Charges$18,177$17,323▼ $854
Total Assets$5,311,670$5,041,602▼ $270,068
Other Assets Total$17,902$17,902→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$450,418$373,118▼ $77,300
Accounts Payable and Accrued Expenses$364,054$292,179▼ $71,875
Total Liabilities$814,472$665,297▼ $149,175
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,400,463$4,279,570▼ $120,893
Net Assets With Donor Restrictions$96,735$96,735→ $0
Total Net Assets Fund Balance$4,497,198$4,376,305▼ $120,893
Total Liabilities and Net Assets / Fund Balance$5,311,670$5,041,602▼ $270,068

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$860,608$637,859$1,498,467
Equipment$4,923$664,612$669,535
Land$475,000-$475,000
Other Land Buildings-$89,164$89,164
Other Assets Org$17,902--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$14,594----
2022$14,594----
2021$14,594----
2020$14,594----
2019$14,594----
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert WatsonCEOFT$114,162$452$114,614

Board Members and Trustees

NameTitle
Dan PittmanChair
Kurt YeagerVice-chair
Debbie MillerMember
Harry StahlMember
Jami CountrymanMember
Judy ColeMember
Nick WestphalenMember
Diane PritchettSecretary
Del HartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,275
Program Service Revenue
$3,137,722
Investment Income
$64,441
Other Revenue
$7,172
All Other Contributions
$13,275
Change in Net Assets
$-120,893

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,222,610
Total Revenue per Audited Statements
$3,222,610
Total Revenue per Form 990
$3,222,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,676,894
Other Expenses$666,609
Total Fundraising Expense$44,985
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,782,215$281,565$16,332$2,080,112
Other Employee Benefits$263,328$40,095$1,909$305,332
Payroll Taxes$150,299$25,642$1,347$177,288
Fees for Services Other-$118,929$94$119,023
Current Officers, Directors, Trustees, and Key Employees$114,162--$114,162
Travel$97,369$205-$97,574
Insurance$50,955$5,765-$56,720
Other Expenses$12,595$13,783$25,213$51,591
Depreciation Depletion$2,008$39,300-$41,308
All Other Expenses-$37,199-$37,199
Interest-$20,162-$20,162
Conferences and Meetings$358$8,197-$8,555
Office Expenses$2,073$5,092-$7,165
Total Functional Expenses$2,638,122$660,396$44,985$3,343,503

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,343,503
Total Expenses per Audited Statements$3,343,503
Total Expenses per Form 990$3,343,503
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,172
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 governing body review Part VI line 11

“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.”

Conflict of interest policy compliance Part VI line 12C

“The board reviews all issues regarding conflict of interest.”

CEO executive director top management comp Part VI line 15A

“The board utilzes compensation surveys and studies along with board approval to establish that compensation is reasonable. The executive directors compensation is revewed after each fiscal year along with the job description and job performance. The board approves pay increases or additional benefits for her position. The senior managers are evaluated by the executive director every few years.”

Other officer or key employee compensation Part VI line 15B

“SEE NOTE 3 ABOVE.”

Governing documents etc available to public Part VI line 19

“The 990 is available on guidestar and upon request.”

Filing and Contact Details

Filer

Filer Name
Project Independence
EIN
95-3147421
Address
3505 CAILLAC AVENUE STE O-103, Costa Mesa, CA 92626

Signing Officer

Name
Robert Watson
Title
CEO
Phone
7145493464
Signed
2024-09-26
Discuss with paid preparer
No

Organization Details

Principal Officer
Dan Pittman
Formed
1976
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
0

Preparer

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

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The organization receuived funds from the orange county housing authority for aiding clients in obtaining housing. The cash is restricted for this use and requires a seperate bank account. These funds are loaned to cliens for rent deposits and expenses.”

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IRS990/OtherAssetsTotalGrp/BOYAmt017902
IRS990/OtherAssetsTotalGrp/EOYAmt017902
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01909
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040095
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0263328
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0305332
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc2FACILITY & VEHICLE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt090
IRS990/OtherExpensesGrp/FundraisingAmt125213
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07443
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15736
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt251283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt313783
IRS990/OtherExpensesGrp/ProgramServicesAmt024983
IRS990/OtherExpensesGrp/ProgramServicesAmt1702
IRS990/OtherExpensesGrp/ProgramServicesAmt2137075
IRS990/OtherExpensesGrp/ProgramServicesAmt312595
IRS990/OtherExpensesGrp/TotalAmt032516
IRS990/OtherExpensesGrp/TotalAmt16438
IRS990/OtherExpensesGrp/TotalAmt2188358
IRS990/OtherExpensesGrp/TotalAmt351591
IRS990/OtherRevenueMiscGrp/BusinessCd0624310
IRS990/OtherRevenueMiscGrp/Desc0OTHER LOSS
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016332
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0281565
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01782215
IRS990/OtherSalariesAndWagesGrp/TotalAmt02080112
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01347
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025642
IRS990/PayrollTaxesGrp/ProgramServicesAmt0150299
IRS990/PayrollTaxesGrp/TotalAmt0177288
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018177
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017323
IRS990/PrincipalOfficerNm0DAN PITTMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3624310
IRS990/ProgramServiceRevenueGrp/BusinessCd4624310
IRS990/ProgramServiceRevenueGrp/Desc0BEHAVIOR
IRS990/ProgramServiceRevenueGrp/Desc1ADULT DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc2INDEPSUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3SUPPORTED EMPLOYMENT
IRS990/ProgramServiceRevenueGrp/Desc4WORK INCENTIVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0966536
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1621435
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21130546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3181373
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4237832
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0966536
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1621435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21130546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3181373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4237832
IRS990/ProgSrvcAccomActy2Grp/Desc0BEHAVIOR SUPPORT SERVICES- POSITIVE BEHAVIOR SUPPORT PLANS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. PROGRAM GOAL IS TO PROVIDE TRAINING IN AREAS OF SELF-HELP, VOCATIONAL, AAND COMMUNITY INTEGRATION. FUNDED BY REGIONAL CENTER OF ORANGE COUNTY. STAFFING RATIOS 1:1, 1:3. APPROXIMATELY 20 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0625762
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0966536
IRS990/ProgSrvcAccomActy3Grp/Desc0ADULT DEVELOPMENT SERVICES- CONSUMER-DRIVEN SERVICES TO SUPPORT INDIVIDUAL GOALS OF ADULTS WITH DEVEOPMENTAL DIABILITIES. PROGRAM GOAL IS TO PROVIDE FUNCTIONAL COMMUNITY TRAINING BASED ON INDIVIDUAL NEEDS AND CHOICE, AS WELL AS, INTEGREATED SUPPORTED EMPLOYMENT. STAFFING RATIOS 1:4. FUNDED BY REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 30 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0533581
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0621435
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORTIVE EMPLOYMENT SERVICES- JOB PLACEMENT AND COACHING 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 REHABILITATION AND THE REGIONAL CENTER OF ORANGE COUNTY. APPROXIMATELY 40 CLIENTS SERVED.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1WORK INCENTIVE & 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/ExpenseAmt0250820
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1134408
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0181373
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1237832
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt030084
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02461
IRS990/PYOtherExpensesAmt0646456
IRS990/PYOtherRevenueAmt014413
IRS990/PYProgramServiceRevenueAmt03684117
IRS990/PYRevenuesLessExpensesAmt0-73710
IRS990/PYSalariesCompEmpBnftPaidAmt03158329
IRS990/PYTotalExpensesAmt03804785
IRS990/PYTotalRevenueAmt03731075
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-120893
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01103546
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0445586
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0315029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0397958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0392797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0414208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01533267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06441
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt038419
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054672
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96560
IRS990ScheduleA/PublicSupportPY170Pct00.96370
IRS990ScheduleA/PublicSupportTotal170Amt01533267
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0315029
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0397958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0392797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0414208
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01533267
IRS990ScheduleA/TotalSupportAmt01587939
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0860608
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0637859
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01498467
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014594
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt014594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014594
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04923
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0664612
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0669535
IRS990ScheduleD/ExpensesSubtotalAmt03343503
IRS990ScheduleD/LandGrp/BookValueAmt0475000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0475000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt017902
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt089164
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt089164
IRS990ScheduleD/RevenueSubtotalAmt03222610
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEUIVED FUNDS FROM THE ORANGE COUNTY HOUSING AUTHORITY FOR AIDING CLIENTS IN OBTAINING HOUSING. THE CASH IS RESTRICTED FOR THIS USE AND REQUIRES A SEPERATE BANK ACCOUNT. THESE FUNDS ARE LOANED TO CLIENS FOR RENT DEPOSITS AND EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01340531
IRS990ScheduleD/TotalBookValueOtherAssetsAmt017902
IRS990ScheduleD/TotalExpensesPerForm990Amt03343503
IRS990ScheduleD/TotalRevenuePerForm990Amt03222610
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03222610
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03343503
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD NOMINATES BOARD MEMBERS FOR THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL DOCUMENTS AND TAX RETURNS BEFORE THEY ARE SUBMITTED AND FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS ALL ISSUES REGARDING CONFLICT OF INTEREST.

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,041,602
Liabilities
$665,297
Net assets
$4,376,305
Revenue
$3,222,610
Expenses
$3,343,503
Net income
-$120,893
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
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.67$4.38$3.22$3.34$0.12
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
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