Civic Intelligence

Project Independence

990 • Fiscal year 2023 • EIN 95-3147421

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization ProfilePROINDEPENDENCE.ORG

View Organization Page

3505 Cadillac Avenue O-103Costa Mesa, CA 92626

(714) 549-3464

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,311,670

Flat from 2023

Net Assets

Flat

$4,497,198

Flat from 2023

Liabilities

Flat

$814,472

Flat from 2023

Revenue And Expenses

Revenue

Flat

$3,731,075

Flat from 2023

Expenses

Flat

$3,804,785

Flat from 2023

Net Income

Flat

-$73,710

Flat from 2023

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 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

2023

Assets$5,311,670
Liabilities$814,472
Net Assets$4,497,198
Open 2023 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 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

2023

Revenue$3,731,075
Expenses$3,804,785
Net Income-$73,710
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$3,748,529
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
Cash and Non-Interest-Bearing Accounts$3,039,268$1,894,254▼ $1,145,014
Land, Buildings, and Equipment, Net$1,416,446$1,379,408▼ $37,038
Investments in Publicly Traded Securities$173,043$1,181,896▲ $1,008,853
Savings and Temporary Cash Investments$453,604$445,586▼ $8,018
Accounts Receivable$450,497$374,447▼ $76,050
Prepaid Expenses and Deferred Charges$20,459$18,177▼ $2,282
Total Assets$5,571,219$5,311,670▼ $259,549
Other Assets Total$17,902$17,902→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$524,042$450,418▼ $73,624
Accounts Payable and Accrued Expenses$472,289$364,054▼ $108,235
Total Liabilities$996,331$814,472▼ $181,859
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,402,081$4,400,463▼ $1,618
Net Assets With Donor Restrictions$172,807$96,735▼ $76,072
Total Net Assets Fund Balance$4,574,888$4,497,198▼ $77,690
Total Liabilities and Net Assets / Fund Balance$5,571,219$5,311,670▼ $259,549

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$812,553$512,447$1,325,000
Other Land Buildings$0$492,087$492,087
Land$475,000-$475,000
Equipment$6,282$257,899$264,181
Leasehold Improvements$85,573$87,894$173,467

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$14,594---$14,594
2021$14,594---$14,594
2020$14,594---$14,594
2019$14,594---$14,594
2018$14,594---$14,594
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert WatsonExecutive DirectorFT$110,963$110,963
Dorothy Blubaugh-bensonCOO (from 01/01/23)FT$90,189$90,189

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
Nick WestphalenBoard Member
Diane PritchettSecretary
Del HartTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Debra MarstellerConsulting3374 CALIFORNIA STREET, Costa Mesa, CA 92626$110,688
Revenue and Support

Revenue Composition

Contributions and Grants
$30,084
Program Service Revenue
$3,684,117
Investment Income
$2,461
Other Revenue
$14,413
All Other Contributions
$30,084
Change in Net Assets
$-73,710

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,732,751
Revenue Not Reported on Financial Statements
$-1,676
Revenue Not Reported on Form 990
$9,055
Other Revenue Adjustments
$-1,676
Total Revenue per Audited Statements
$3,741,806
Total Revenue per Form 990
$3,731,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,158,329
Other Expenses$646,456
Total Fundraising Expense$54,927
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,200,773$101,160$35,056$2,336,989
Other Employee Benefits$356,556$45,891$4,441$406,888
Payroll Taxes$178,182$28,587$2,513$209,282
Current Officers, Directors, Trustees, and Key Employees$28,724$176,446-$205,170
Occupancy$66,534$42,020-$108,554
Fees for Services Other-$85,312-$85,312
All Other Expenses$30,352$30,104$150$60,606
Insurance$52,555$4,627-$57,182
Depreciation Depletion$2,336$37,760-$40,096
Other Expenses$4,965$33,047$12,684$33,047
Fees for Services Accounting-$31,128-$31,128
Interest-$23,813-$23,813
Office Expenses$15,548$6,376-$21,924
Total Functional Expenses$3,079,213$670,645$54,927$3,804,785

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,806,461
Total Expenses per Audited Statements$3,806,461
Total Expenses per Form 990$3,804,785
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,676
Other Expense Adjustments$-1,676
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,805
Fundraising Direct Expenses$3,392
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk for Independence$17,805$17,805$2,892$14,913
Total Events$17,805$17,805$3,392$14,413
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, 2023. 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
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Watson
Formed
1976
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
96
Volunteers
70

Preparer

Firm
Singerlewak Llp
Address
2010 MAIN ST STE 300, IRVINE, CA 92614
Preparer
Jonathan P Schubert CPA
Phone
9496230540
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period balance sheet adjustments -13,035.”

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:

“Fundraising revenues reclass -1,217. Fundraising expenses reclass -3,392. Other loss reclass 2,933.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses reclass -3,392. Fundraising revenues reclass -1,217. Other loss reclass 2,933.”

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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/Form990PartVIISectionAGrp/TitleTxt1COO (FROM 01/01/23)
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04627
IRS990/InsuranceGrp/ProgramServicesAmt052555
IRS990/InsuranceGrp/TotalAmt057182
IRS990/InterestGrp/ManagementAndGeneralAmt023813
IRS990/InterestGrp/TotalAmt023813
IRS990/InvestmentIncomeGrp/ExclusionAmt01831
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01831
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0173043
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01181896
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01350327
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01416446
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01379408
IRS990/LandBldgEquipCostOrOtherBssAmt02729735
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt014062
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/BOYAmt0524042
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0450418
IRS990/NetAssetsOrFundBalancesBOYAmt04574888
IRS990/NetAssetsOrFundBalancesEOYAmt04497198
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0630
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0630
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014413
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014413
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09055
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04402081
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04400463
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt042020
IRS990/OccupancyGrp/ProgramServicesAmt066534
IRS990/OccupancyGrp/TotalAmt0108554
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06376
IRS990/OfficeExpensesGrp/ProgramServicesAmt015548
IRS990/OfficeExpensesGrp/TotalAmt021924
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017902
IRS990/OtherAssetsTotalGrp/EOYAmt017902
IRS990/OtherChangesInNetAssetsAmt0-13035
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04441
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045891
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0356556
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0406888
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt083
IRS990/OtherExpensesGrp/FundraisingAmt112684
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223937
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt333047
IRS990/OtherExpensesGrp/ProgramServicesAmt080503
IRS990/OtherExpensesGrp/ProgramServicesAmt162185
IRS990/OtherExpensesGrp/ProgramServicesAmt24965
IRS990/OtherExpensesGrp/TotalAmt080949
IRS990/OtherExpensesGrp/TotalAmt162259
IRS990/OtherExpensesGrp/TotalAmt241586
IRS990/OtherExpensesGrp/TotalAmt333047
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt035056
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0101160
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02200773
IRS990/OtherSalariesAndWagesGrp/TotalAmt02336989
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02513
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028587
IRS990/PayrollTaxesGrp/ProgramServicesAmt0178182
IRS990/PayrollTaxesGrp/TotalAmt0209282
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020459
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018177
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/Desc2INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc3SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc4WORK INCENTIVE AND PLA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01148155
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1745030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2693577
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3686652
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4267140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01148155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1745030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2693577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3686652
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4267140
IRS990/ProgSrvcAccomActy2Grp/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 23 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0710580
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01148155
IRS990/ProgSrvcAccomActy3Grp/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 27 CLIENTS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0673824
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0745030
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 40 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/ExpenseAmt0243405
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1153315
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0143563
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1267140
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0132762
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07981
IRS990/PYOtherExpensesAmt0774747
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04093370
IRS990/PYRevenuesLessExpensesAmt0-136739
IRS990/PYSalariesCompEmpBnftPaidAmt03596105
IRS990/PYTotalExpensesAmt04370852
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04234113
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-73710
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01380229
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0453604
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0445586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0315029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0397958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0392797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0414208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0371452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01891444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt038419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05107
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt053338
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021173690
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96370
IRS990ScheduleA/PublicSupportPY170Pct00.95020
IRS990ScheduleA/PublicSupportTotal170Amt01874236
IRS990ScheduleA/SubstantialContributorsTotAmt017208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0315029
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0397958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0392797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0414208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0371452
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01891444
IRS990ScheduleA/TotalSupportAmt01944782
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/BookValueAmt0812553
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0512447
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01325000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014594

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,311,670
Liabilities
$814,472
Net assets
$4,497,198
Revenue
$3,731,075
Expenses
$3,804,785
Net income
-$73,710
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
2023Detailed filing. Detailed filing data is available for this year.$5.31$0.81$4.50$3.73$3.80$0.07
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