Civic Intelligence

Climb Transition Services a Non-Profit Corporation

990 • Fiscal year 2018 • EIN 95-3218864

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

2300 W Main StreetAlhambra, CA 91801

(626) 289-5321

Siviq Scores

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

Liabilities / Assets

51st percentile

0.09x

Higher debt load relative to assets than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.04x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

69th percentile

8.0%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-2.0%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$870,890

Up $64,170 (+8.0%) from 2017

Net Assets

Up

$789,438

Up $21,145 (+2.8%) from 2017

Liabilities

Up

$81,452

Up $43,025 (+112%) from 2017

Revenue

Down

$2,142,555

Down $43,756 (-2.0%) from 2017

Expenses

Up

$2,062,001

Up $151,571 (+7.9%) from 2017

Net Income

Down

$80,554

Down $195,327 (-71%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $325,556Liabilities 2011: $167,154Net Assets 2011: $158,4022011Assets 2012: $327,032Liabilities 2012: $182,195Net Assets 2012: $144,8372012Assets 2013: $330,498Liabilities 2013: $143,889Net Assets 2013: $186,6092013Assets 2014: $382,269Liabilities 2014: $115,112Net Assets 2014: $267,1572014Assets 2015: $486,256Liabilities 2015: $110,871Net Assets 2015: $375,3852015Assets 2016: $592,051Liabilities 2016: $120,400Net Assets 2016: $471,6512016Assets 2017: $806,720Liabilities 2017: $38,427Net Assets 2017: $768,2932017Assets 2018: $870,890Liabilities 2018: $81,452Net Assets 2018: $789,4382018Assets 2019: $1,057,069Liabilities 2019: $158,139Net Assets 2019: $898,9302019Assets 2020: $1,888,072Liabilities 2020: $506,665Net Assets 2020: $1,381,4072020Assets 2021: $2,095,339Liabilities 2021: $595,892Net Assets 2021: $1,499,4472021Assets 2022: $2,287,387Liabilities 2022: $342,646Net Assets 2022: $1,944,7412022Assets 2023: $2,859,891Liabilities 2023: $383,955Net Assets 2023: $2,475,9362023Assets 2024: $3,265,929Liabilities 2024: $378,545Net Assets 2024: $2,887,3842024

Highlighted filing

2018

Assets$870,890
Liabilities$81,452
Net Assets$789,438

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $1,994,3282011Expenses 2012: $1,928,0982012Revenue 2013: $1,980,864Expenses 2013: $1,939,092Net Income 2013: $41,7722013Revenue 2014: $1,935,293Expenses 2014: $1,854,745Net Income 2014: $80,5482014Revenue 2015: $1,996,409Expenses 2015: $1,888,181Net Income 2015: $108,2282015Revenue 2016: $1,972,329Expenses 2016: $1,876,063Net Income 2016: $96,2662016Revenue 2017: $2,186,311Expenses 2017: $1,910,430Net Income 2017: $275,8812017Revenue 2018: $2,142,555Expenses 2018: $2,062,001Net Income 2018: $80,5542018Revenue 2019: $2,181,431Expenses 2019: $2,071,939Net Income 2019: $109,4922019Revenue 2020: $2,456,760Expenses 2020: $1,974,283Net Income 2020: $482,4772020Revenue 2021: $2,435,945Expenses 2021: $2,317,905Net Income 2021: $118,0402021Revenue 2022: $2,656,919Expenses 2022: $2,403,570Net Income 2022: $253,3492022Revenue 2023: $3,257,366Expenses 2023: $2,746,063Net Income 2023: $511,3032023Revenue 2024: $3,390,155Expenses 2024: $2,978,707Net Income 2024: $411,4482024

Highlighted filing

2018

Revenue$2,142,555
Expenses$2,062,001
Net Income$80,554
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$2,142,555
Mission and Program Overview

Mission

The organization provides rehabilitation and support services to developmentally disabled and handicapped blind adults for which it receives assistance from the state of california department of developmental services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$499,443$556,610▲ $57,167
Accounts Receivable$161,768$169,203▲ $7,435
Savings and Temporary Cash Investments$82,314$96,892▲ $14,578
Land, Buildings, and Equipment, Net$46,242$36,662▼ $9,580
Prepaid Expenses and Deferred Charges$9,197$13,526▲ $4,329
Total Assets$798,623$870,890▲ $72,267
Other Assets Total$-341$-2,003▼ $1,662
Liabilities
Accounts Payable and Accrued Expenses$89,739$81,452▼ $8,287
Total Liabilities$89,739$81,452▼ $8,287
Net Assets / Fund Balance
Unrestricted Net Assets$708,884$789,438▲ $80,554
Total Net Assets Fund Balance$708,884$789,438▲ $80,554
Total Liabilities and Net Assets / Fund Balance$798,623$870,890▲ $72,267

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$35,200$57,237$92,437
Equipment$1,462$26,292$27,754
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alexis BoxerPresident/treas
Joanne SeamanDirector
Kristy BeanDirector
Oren Boxer PhdDirector
M Elaine HanneSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,142,555
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$80,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,277,722
Other Expenses$784,279
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,046,686$62,633-$1,109,319
Occupancy$124,010$11,274-$135,284
Other Employee Benefits$82,534$1,027-$83,561
Payroll Taxes$76,529$4,791-$81,320
Other Expenses$42,564$20,794-$63,358
All Other Expenses$52,137$271-$52,408
Office Expenses-$32,213-$32,213
Insurance$15,223$7,437-$22,660
Depreciation Depletion$9,580--$9,580
Fees for Services Legal-$8,364-$8,364
Fees for Services Accounting-$5,503-$5,503
Conferences and Meetings$4,495--$4,495
Pension Plan Contributions$3,522--$3,522
Advertising-$90-$90
Total Functional Expenses$1,702,693$359,308$0$2,062,001
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Former Officer OwnsRent, Maintenance, OverheadNo$461,528
-Officer OwnedLeases and RentalsNo$53,010
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
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 A, Line 2

There is a family relationship between alexis boxer, who is an officer, and oren boxer, who is a director.

Form 990, Part VI, Section A, Line 8B

Board committee meetings not documented.

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Climb Transition Services
EIN
95-3218864
Phone
6262895321
Address
2300 W MAIN STREET, ALHAMBRA, CA 91801

Signing Officer

Name
Alexis Boxer
Title
President & Treasurer
Phone
6262895321
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexis Boxer
Formed
1977
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
108
Volunteers
0

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
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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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IRS990ScheduleA/Total509Grp/TotalAmt010145854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02142555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02186311
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01972329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01996409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01935293
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010232897
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01462
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026292
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027754
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt035200
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt057237
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt092437
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036662
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CLIMB INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1SAN MARINO LEASING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER OFFICER OWNS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1OFFICER OWNED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0461528
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt153010
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT, MAINTENANCE, OVERHEAD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1LEASES AND RENTALS
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0CLIMB WORK ACTIVITY CENTER IS GOVERNED BY A BOARD OF DIRECTORS. THE FORMER PRESIDENT AND DIRECTOR, WILLIAM YOUNG, IS THE 100% OWNER OF A SEPARATE CORPORATION, CLIMB INC. THE ORGANIZATION CONDUCTS ITS OPERATIONS FROM A FACILITY THAT IS SUBLEASED FROM CLIMB INC., WHICH IS OWNED BY WILLIAM YOUNG. THE ORGANIZATION ALSO CONTRACTS WITH CLIMB INC. FOR ADMINISTRATION EXPENSES AND MAINTENANCE AND REIMBURSES CLIMB INC. FOR OUT-OF-POCKET EXPENSES PAID ON BEHALF OF THE ORGANIZATION.THE ORGANIZATION ALSO HAS A LEASE CONTRACT WITH SAN MARINO LEASING CO., A LIMITED PARTNERSHIP, FOR THE LEASING OF VEHICLES FOR TRANSPORTATION. SAN MARINO LEASING CO. IS OWNED 25% BY WILLIAM D. YOUNG, 25% BY M. ELAINE HANNE, DIRECTOR, AND 50% BY MENEHUNE INC., WHICH IS 100% OWNED BY WILLIAM D. YOUNG.IN 1992, THE RELATED PARTY TRANSACTIONS WERE AUDITED BY THE IRS AND FOUND TO BE IN COMPLIANCE. THE TRANSACTIONS AND RELATIONSHIPS HAVE NOT CHANGED SINCE THAT TIME.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS A FAMILY RELATIONSHIP BETWEEN ALEXIS BOXER, WHO IS AN OFFICER, AND OREN BOXER, WHO IS A DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD COMMITTEE MEETINGS NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0798623
IRS990/TotalAssetsEOYAmt0870890
IRS990/TotalAssetsGrp/BOYAmt0798623
IRS990/TotalAssetsGrp/EOYAmt0870890
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt0108
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0359308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01702693
IRS990/TotalFunctionalExpensesGrp/TotalAmt02062001
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089739
IRS990/TotalLiabilitiesEOYAmt081452
IRS990/TotalLiabilitiesGrp/BOYAmt089739
IRS990/TotalLiabilitiesGrp/EOYAmt081452
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0708884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0789438
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01702693
IRS990/TotalProgramServiceRevenueAmt02142555
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02142555
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02142555
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0798623
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0870890
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0708884
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0789438
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 W MAIN STREET
IRS990/USAddress/CityNm0ALHAMBRA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091801
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CLIMB-WAC.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXIS BOXER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06262895321
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLIMB TRANSITION SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A NON-PROFIT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0CLIM
ReturnHeader/Filer/EIN0953218864
ReturnHeader/Filer/PhoneNum06262895321
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 W MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ALHAMBRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05D04C9354A80B93E424F24406112F0168D52D17D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D04C9354A80B93E424F24406112F0168D52D17D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.215.11.242
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:26:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908010087
ReturnHeader/PreparerPersonGrp/PhoneNum05624351191
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONITA M JOSEPH
ReturnHeader/ReturnTs02019-11-15T10:57:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.38$2.89$3.39$2.98$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.38$2.48$3.26$2.75$0.51
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.34$1.94$2.66$2.40$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.60$1.50$2.44$2.32$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.51$1.38$2.46$1.97$0.48
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.16$0.90$2.18$2.07$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.08$0.79$2.14$2.06$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.04$0.77$2.19$1.91$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.12$0.47$1.97$1.88$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.11$0.38$2.00$1.89$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.12$0.27$1.94$1.85$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.14$0.19$1.98$1.94$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.18$0.14$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.17$0.16$1.99