Civic Intelligence

Climb Transition Services a Non-Profit Corporation

990 • Fiscal year 2019 • EIN 95-3218864

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileWWW.CLIMBTRANSITIONSERVICES.ORG
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

60th percentile

0.15x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.07x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$64,043

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

1.8%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,057,069

Up $186,179 (+21%) from 2018

Net Assets

Up

$898,930

Up $109,492 (+14%) from 2018

Liabilities

Up

$158,139

Up $76,687 (+94%) from 2018

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin55th percentile

Revenue

Up

$2,181,431

Up $38,876 (+1.8%) from 2018

Expenses

Up

$2,071,939

Up $9,938 (+0.5%) from 2018

Net Income

Up

$109,492

Up $28,938 (+36%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2019

Assets$1,057,069
Liabilities$158,139
Net Assets$898,930
Open 2019 Filing

Operations Trend

Revenue Growth44th percentile

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

2019

Revenue$2,181,431
Expenses$2,071,939
Net Income$109,492
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$2,181,431
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$556,610$727,894▲ $171,284
Accounts Receivable$169,203$179,789▲ $10,586
Savings and Temporary Cash Investments$96,892$85,497▼ $11,395
Land, Buildings, and Equipment, Net$36,662$44,137▲ $7,475
Prepaid Expenses and Deferred Charges$13,526$22,866▲ $9,340
Total Assets$870,890$1,057,069▲ $186,179
Other Assets Total$-2,003$-3,114▼ $1,111
Liabilities
Accounts Payable and Accrued Expenses$81,452$158,139▲ $76,687
Total Liabilities$81,452$158,139▲ $76,687
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$789,438$898,930▲ $109,492
Total Net Assets Fund Balance$789,438$898,930▲ $109,492
Total Liabilities and Net Assets / Fund Balance$870,890$1,057,069▲ $186,179

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$26,400$66,037$92,437
Equipment$682$27,072$27,754
Other Land Buildings$17,055$437$17,492
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sheryl BarnardoSecretaryPT$64,043$64,043

Board Members and Trustees

NameTitle
Alexis BoxerPresident & Treasurer
Joanne SeamanDirector
Oren Boxer PhdDirector
Elaine HanneSecretary (thru Aug. 2019)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$2,179,038
Investment Income
$22
Other Revenue
$1,371
All Other Contributions
$1,000
Change in Net Assets
$109,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,298,785
Other Expenses$773,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,069,474--$1,069,474
Occupancy$124,567$11,324-$135,891
Payroll Taxes$78,120$4,953-$83,073
Other Employee Benefits$76,752$570-$77,322
Current Officers, Directors, Trustees, and Key Employees-$64,043-$64,043
Other Expenses$63,421$301-$63,722
All Other Expenses$37,418$18,280-$55,698
Office Expenses-$21,149-$21,149
Insurance$14,069$6,873-$20,942
Depreciation Depletion$10,017--$10,017
Fees for Services Legal-$9,769-$9,769
Conferences and Meetings$8,633--$8,633
Fees for Services Accounting-$6,350-$6,350
Pension Plan Contributions$4,873--$4,873
Fees for Services Other$2,500--$2,500
Advertising-$45-$45
Total Functional Expenses$1,723,352$348,587$0$2,071,939
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$527,790
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 35% controlled entity
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
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexis Boxer
Formed
1977
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
96
Volunteers
3

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Raw XML AppendixShowing 400 of 409 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt081452
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0158139
IRS990/AccountsReceivableGrp/BOYAmt0169203
IRS990/AccountsReceivableGrp/EOYAmt0179789
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt045
IRS990/AdvertisingGrp/TotalAmt045
IRS990/AllOtherContributionsAmt01000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt018280
IRS990/AllOtherExpensesGrp/ProgramServicesAmt037418
IRS990/AllOtherExpensesGrp/TotalAmt055698
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WINDES
IRS990/BooksInCareOfDetail/PhoneNum05624351191
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03780 KILROY AIRPORT WAY SUITE 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090806
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0556610
IRS990/CashNonInterestBearingGrp/EOYAmt0727894
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt064043
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt064043
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08633
IRS990/ConferencesMeetingsGrp/TotalAmt08633
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt022
IRS990/CYOtherExpensesAmt0773154
IRS990/CYOtherRevenueAmt01371
IRS990/CYProgramServiceRevenueAmt02179038
IRS990/CYRevenuesLessExpensesAmt0109492
IRS990/CYSalariesCompEmpBnftPaidAmt01298785
IRS990/CYTotalExpensesAmt02071939
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02181431
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010017
IRS990/DepreciationDepletionGrp/TotalAmt010017
IRS990/Desc0COMMUNITY BASED PRE-VOCATIONAL DAY PROGRAMS, BEHAVIOR MANAGEMENT TRAINING PROGRAMS FOR INTELLECTUALLY CHALLENGED ADULTS, ADULT DAY PROGRAM WHICH INCLUDES PAID EMPLOYMENT IN THE COMMUNITY OR AT THE CENTER.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt096
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01723352
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06350
IRS990/FeesForServicesAccountingGrp/TotalAmt06350
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09769
IRS990/FeesForServicesLegalGrp/TotalAmt09769
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02500
IRS990/FeesForServicesOtherGrp/TotalAmt02500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEXIS BOXER
IRS990/Form990PartVIISectionAGrp/PersonNm1ELAINE HANNE
IRS990/Form990PartVIISectionAGrp/PersonNm2SHERYL BARNARDO
IRS990/Form990PartVIISectionAGrp/PersonNm3OREN BOXER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4JOANNE SEAMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt264043
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY (THRU AUG. 2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02181431
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06873
IRS990/InsuranceGrp/ProgramServicesAmt014069
IRS990/InsuranceGrp/TotalAmt020942
IRS990/InvestmentIncomeGrp/ExclusionAmt022
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt093546
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036662
IRS990/LandBldgEquipBasisNetGrp/EOYAmt044137
IRS990/LandBldgEquipCostOrOtherBssAmt0137683
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0789438
IRS990/NetAssetsOrFundBalancesEOYAmt0898930
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0789438
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0898930
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011324
IRS990/OccupancyGrp/ProgramServicesAmt0124567
IRS990/OccupancyGrp/TotalAmt0135891
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021149
IRS990/OfficeExpensesGrp/TotalAmt021149
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0-2003
IRS990/OtherAssetsTotalGrp/EOYAmt0-3114
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0570
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt076752
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077322
IRS990/OtherExpensesGrp/Desc0GENERAL & ADMIN
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2CLIENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc3WORKERS COMP INSURANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0204930
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1301
IRS990/OtherExpensesGrp/ProgramServicesAmt0159030
IRS990/OtherExpensesGrp/ProgramServicesAmt174478
IRS990/OtherExpensesGrp/ProgramServicesAmt263421
IRS990/OtherExpensesGrp/TotalAmt0204930
IRS990/OtherExpensesGrp/TotalAmt1159030
IRS990/OtherExpensesGrp/TotalAmt274478
IRS990/OtherExpensesGrp/TotalAmt363722
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER OPERATING REVENU
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0300
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01071
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01071
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1300
IRS990/OtherRevenueTotalAmt01371
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01069474
IRS990/OtherSalariesAndWagesGrp/TotalAmt01069474
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04953
IRS990/PayrollTaxesGrp/ProgramServicesAmt078120
IRS990/PayrollTaxesGrp/TotalAmt083073
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04873
IRS990/PensionPlanContributionsGrp/TotalAmt04873
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013526
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022866
IRS990/PrincipalOfficerNm0ALEXIS BOXER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02179038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02179038
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0784279
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02142555
IRS990/PYRevenuesLessExpensesAmt080554
IRS990/PYSalariesCompEmpBnftPaidAmt01277722
IRS990/PYTotalExpensesAmt02062001
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02142555
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0109492
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02180109
IRS990/SavingsAndTempCashInvstGrp/BOYAmt096892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085497
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02179038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02142555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02099280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01972326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01996405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010389604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt037
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01371
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt087023
IRS990ScheduleA/OtherIncome509Grp/TotalAmt088394
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99160
IRS990ScheduleA/PublicSupportPY509Pct00.99150
IRS990ScheduleA/PublicSupportTotal509Amt010390604
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02180038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02142555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02099280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01972326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01996405
IRS990ScheduleA/Total509Grp/TotalAmt010390604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02181431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02142555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02186311
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01972329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01996409
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010479035
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0682
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027072
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027754
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt026400
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt066037
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt092437
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017055
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0437
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017492
IRS990ScheduleD/TotalBookValueLandBuildingsAmt044137
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CLIMB INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER OFFICER OWNS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0527790
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT, MAINTENANCE, OVERHEAD
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.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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0870890
IRS990/TotalAssetsEOYAmt01057069
IRS990/TotalAssetsGrp/BOYAmt0870890
IRS990/TotalAssetsGrp/EOYAmt01057069
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt096
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0348587
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01723352
IRS990/TotalFunctionalExpensesGrp/TotalAmt02071939
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt081452
IRS990/TotalLiabilitiesEOYAmt0158139
IRS990/TotalLiabilitiesGrp/BOYAmt081452
IRS990/TotalLiabilitiesGrp/EOYAmt0158139
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0789438
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0898930
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01723352
IRS990/TotalProgramServiceRevenueAmt02179038
IRS990/TotalReportableCompFromOrgAmt064043
IRS990/TotalRevenueGrp/ExclusionAmt0322
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02180109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02181431
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0870890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01057069
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 W MAIN STREET
IRS990/USAddress/CityNm0ALHAMBRA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091801
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CLIMBTRANSITIONSERVICES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXIS BOXER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06262895321
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/AtSubmissionCreationDeviceId0BC70D63C109F04485738097E0C75B1BB79191558
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0011948D047ED9261A63A56FF7675BE1E9BE374B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.255.181.42
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:26:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,057,069
Liabilities
$158,139
Net assets
$898,930
Revenue
$2,181,431
Expenses
$2,071,939
Net income
$109,492
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