Civic Intelligence

Project Understanding

990 • Fiscal year 2024 • EIN 95-3246871

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 29, 2025

Refreshing map…

2734 Johnson Dr Ste EVentura, CA 93003

(805) 652-1326

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$257,448

Down $422,747 (-62%) from 2023

Net Assets

Down

$254,130

Down $422,355 (-62%) from 2023

Liabilities

Down

$3,318

Down $392 (-11%) from 2023

Revenue And Expenses

Revenue

Up

$247,330

Up $7,735 (+3.2%) from 2023

Expenses

Down

$669,685

Down $31,203 (-4.5%) from 2023

Net Income

Up

-$422,355

Up $38,938 (+8.4%) from 2023

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $750,832Liabilities 2011: $324,090Net Assets 2011: $426,7422011Assets 2012: $949,375Liabilities 2012: $264,016Net Assets 2012: $685,3592012Assets 2013: $865,411Liabilities 2013: $280,937Net Assets 2013: $584,4742013Assets 2014: $1,113,521Liabilities 2014: $242,396Net Assets 2014: $871,1252014Assets 2015: $959,375Liabilities 2015: $226,926Net Assets 2015: $732,4492015Assets 2016: $799,055Liabilities 2016: $222,456Net Assets 2016: $576,5992016Assets 2017: $674,112Liabilities 2017: $190,702Net Assets 2017: $483,4102017Assets 2018: $564,190Liabilities 2018: $122,780Net Assets 2018: $441,4102018Assets 2019: $648,887Liabilities 2019: $78,533Net Assets 2019: $570,3542019Assets 2020: $713,757Liabilities 2020: $123,124Net Assets 2020: $590,6332020Assets 2021: $1,514,025Liabilities 2021: $78,049Net Assets 2021: $1,435,9762021Assets 2022: $1,143,945Liabilities 2022: $6,167Net Assets 2022: $1,137,7782022Assets 2023: $680,195Liabilities 2023: $3,710Net Assets 2023: $676,4852023Assets 2024: $257,448Liabilities 2024: $3,318Net Assets 2024: $254,1302024Assets 2025: $114,721Liabilities 2025: $946Net Assets 2025: $113,7752025

Highlighted filing

2024

Assets$257,448
Liabilities$3,318
Net Assets$254,130

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $515,204Expenses 2011: $555,874Net Income 2011: -$40,6702011Revenue 2012: $1,082,576Expenses 2012: $828,464Net Income 2012: $254,1122012Expenses 2013: $763,5662013Revenue 2014: $1,083,095Expenses 2014: $800,232Net Income 2014: $282,8632014Revenue 2015: $557,652Expenses 2015: $701,482Net Income 2015: -$143,8302015Revenue 2016: $580,181Expenses 2016: $752,150Net Income 2016: -$171,9692016Revenue 2017: $590,694Expenses 2017: $687,554Net Income 2017: -$96,8602017Revenue 2018: $539,268Expenses 2018: $581,268Net Income 2018: -$42,0002018Revenue 2019: $774,028Expenses 2019: $645,084Net Income 2019: $128,9442019Revenue 2020: $668,668Expenses 2020: $649,673Net Income 2020: $18,9952020Revenue 2021: $1,671,359Expenses 2021: $656,205Net Income 2021: $1,015,1542021Revenue 2022: $373,486Expenses 2022: $671,684Net Income 2022: -$298,1982022Revenue 2023: $239,595Expenses 2023: $700,888Net Income 2023: -$461,2932023Revenue 2024: $247,330Expenses 2024: $669,685Net Income 2024: -$422,3552024Revenue 2025: $377,712Expenses 2025: $518,067Net Income 2025: -$140,3552025

Highlighted filing

2024

Revenue$247,330
Expenses$669,685
Net Income-$422,355
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 29, 2025
Return Version
2023v6.0
Gross Receipts
$285,387
Mission and Program Overview

Mission

To do justice by serving the poor, hungry and oppressed with compassion and mercy, and to provide avenues for those who wish to serve others. Project understanding initiates, develops, and maintains special projects pulling together the efforts of individuals, local congregations and groups to meet the needs of those in need.

Project understanding mission - to transform lives and empower independence by providing resources to the most at risk in our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$300,000$127,500▼ $172,500
Cash and Non-Interest-Bearing Accounts$373,479$125,016▼ $248,463
Land, Buildings, and Equipment, Net$6,716$3,920▼ $2,796
Accounts Receivable-$1,012-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$680,195$257,448▼ $422,747
Other Assets Total-$0-
Liabilities
Other Liabilities$3,360$3,250▼ $110
Accounts Payable and Accrued Expenses$350$68▼ $282
Total Liabilities$3,710$3,318▼ $392
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$676,485$254,130▼ $422,355
Total Net Assets Fund Balance$676,485$254,130▼ $422,355
Total Liabilities and Net Assets / Fund Balance$680,195$257,448▼ $422,747

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$320$13,693$14,013
Equipment$3,600$8,900$12,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brandy BeesleyExecutive DirecFT$144,400$144,400

Board Members and Trustees

NameTitle
Jerry JefferiesPresident
Cecilia AdameDirector
Cruz GarciaDirector
Salena BracamontesDirector
Marian EverestSecretary
Edgar SantosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$238,066
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$9,264
All Other Contributions
$238,066
Change in Net Assets
$-422,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$461,475
Other Expenses$208,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$368,104$35,861-$403,965
Occupancy$45,001$19,721-$64,722
Payroll Taxes$28,283$2,755-$31,038
All Other Expenses$23,575$3,393-$26,968
Other Employee Benefits$24,122$2,350-$26,472
Fees for Services Accounting$19,772$4,943-$24,715
Insurance$12,160$2,715-$14,875
Information Technology$11,548$2,876-$14,424
Advertising$4,719$1,180-$5,899
Other Expenses$4,704$1,176-$5,880
Office Expenses$4,324$1,170-$5,494
Depreciation Depletion$1,123$1,673-$2,796
Interest-$121-$121
Total Functional Expenses$585,089$84,596$0$669,685
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,321
Fundraising Direct Expenses$38,057
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournaments$47,321$47,321$6,241$41,080
Total Events$47,321$47,321$38,057$9,264
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Project Understanding
EIN
95-3246871
Phone
8056521326
Address
2734 JOHNSON DR STE E, VENTURA, CA 93003

Signing Officer

Name
Brandy Beesley
Title
Executive Director
Signed
2025-01-29
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
11
Volunteers
300

Preparer

Firm
TKT Tax & Accounting
Address
15 Tahquitz Ct, Camarillo, CA 93012
Preparer
Tammy Throckmorton
Phone
8057383100
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Other program services 4: first step - serves as the point of entry where case managers help identify barriers and help overcome problems faced. By analyzing each unique situation we help them achieve their highest level of self-support. Other program services 5: miscellaneous - includes income and expenses that are used for all programs, including special assistance, such as utilities, application fees, and miscellaneous.

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IRS990/ProgSrvcAccomActy3Grp/Desc0H2H - HOMELESS 2 HOME FOCUSES ON BUILDING RELATIONSHIPS AND SUPPORTING CHRONICALLY HOMELESS INDIVIDUALS WHO HAVE TRIED TRADITIONAL MEANS OF ACQUIRING HOUSING, YET REMAIN HOMELESS. THIS INCLUDES ASSESSMENT OF THEIR HEALTH, FINANCIAL OPTIONS, PERSONAL GOALS AND SUPPORT SYSTEM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0129546
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02061
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0213827
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0238241
IRS990/PYOtherRevenueAmt025768
IRS990/PYRevenuesLessExpensesAmt0-461293
IRS990/PYSalariesCompEmpBnftPaidAmt0462647
IRS990/PYTotalExpensesAmt0700888
IRS990/PYTotalRevenueAmt0239595
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-422355
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03000
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0300000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0237591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0213827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0336985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0452946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0515888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01757237
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt093968
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt038756
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01094696
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt045369
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01272789
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.57990
IRS990ScheduleA/PublicSupportPY509Pct00.51750
IRS990ScheduleA/PublicSupportTotal509Amt01757237
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0237591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0213827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0336985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0452946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0515888
IRS990ScheduleA/Total509Grp/TotalAmt01757237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0237591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0307795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0375741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01547642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0561257
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03030026
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/EquipmentGrp/BookValueAmt03600
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08900
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0320
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013693
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014013
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03920
IRS990ScheduleD/TotalLiabilityAmt03250
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038057
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04545
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047321
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09264
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt09700
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt09700
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06241
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt017571
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017571
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: FIRST STEP - SERVES AS THE POINT OF ENTRY WHERE CASE MANAGERS HELP IDENTIFY BARRIERS AND HELP OVERCOME PROBLEMS FACED. BY ANALYZING EACH UNIQUE SITUATION WE HELP THEM ACHIEVE THEIR HIGHEST LEVEL OF SELF-SUPPORT. OTHER PROGRAM SERVICES 5: MISCELLANEOUS - INCLUDES INCOME AND EXPENSES THAT ARE USED FOR ALL PROGRAMS, INCLUDING SPECIAL ASSISTANCE, SUCH AS UTILITIES, APPLICATION FEES, AND MISCELLANEOUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0680195
IRS990/TotalAssetsEOYAmt0257448
IRS990/TotalAssetsGrp/BOYAmt0680195
IRS990/TotalAssetsGrp/EOYAmt0257448
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0238066
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084596
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0585089
IRS990/TotalFunctionalExpensesGrp/TotalAmt0669685
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03710

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.38$0.52$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.25$0.25$0.67$0.42
2023Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.24$0.70$0.46
2022Summary only. Only limited summary data is available for this year.$1.14$0.01$1.14$0.37$0.67$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.08$1.44$1.67$0.66$1.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.12$0.59$0.67$0.65$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.08$0.57$0.77$0.65$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.12$0.44$0.54$0.58$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.19$0.48$0.59$0.69$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.22$0.58$0.58$0.75$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.23$0.73$0.56$0.70$0.14
2014Summary only. Only limited summary data is available for this year.$1.11$0.24$0.87$1.08$0.80$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.28$0.58$0.76
2012Summary only. Only limited summary data is available for this year.$0.95$0.26$0.69$1.08$0.83$0.25
2011Summary only. Only limited summary data is available for this year.$0.75$0.32$0.43$0.52$0.56$0.04