Civic Intelligence

Independent Living Resource Center Inc

990 • Fiscal year 2017 • EIN 95-3255012

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 13, 2018

423 W Victoria StSanta Barbara, CA 93101

(805) 963-0595

Siviq Scores

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

Liabilities / Assets

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-1.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$75,552

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,286,998

Up $199,973 (+9.6%) from 2016

Net Assets

Up

$2,194,589

Up $181,223 (+9.0%) from 2016

Liabilities

Up

$92,409

Up $18,750 (+25%) from 2016

Revenue

Down

$1,277,341

Down $165,612 (-11%) from 2016

Expenses

Down

$1,296,302

Down $128,825 (-9.0%) from 2016

Net Income

Down

-$18,961

Down $36,787 (-206%) from 2016

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: $1,592,408Liabilities 2010: $74,167Net Assets 2010: $1,518,2412010Assets 2011: $1,632,214Liabilities 2011: $58,782Net Assets 2011: $1,573,4322011Assets 2012: $1,708,586Liabilities 2012: $42,063Net Assets 2012: $1,666,5232012Assets 2013: $1,777,160Liabilities 2013: $47,263Net Assets 2013: $1,729,8972013Assets 2014: $1,965,480Liabilities 2014: $89,321Net Assets 2014: $1,876,1592014Assets 2015: $1,867,983Liabilities 2015: $37,957Net Assets 2015: $1,830,0262015Assets 2016: $2,087,025Liabilities 2016: $73,659Net Assets 2016: $2,013,3662016Assets 2017: $2,286,998Liabilities 2017: $92,409Net Assets 2017: $2,194,5892017Assets 2018: $2,466,454Liabilities 2018: $98,344Net Assets 2018: $2,368,1102018Assets 2019: $2,478,274Liabilities 2019: $104,108Net Assets 2019: $2,374,1662019Assets 2020: $2,542,132Liabilities 2020: $94,029Net Assets 2020: $2,448,1032020Assets 2021: $2,995,441Liabilities 2021: $113,038Net Assets 2021: $2,882,4032021Assets 2022: $3,564,012Liabilities 2022: $967,609Net Assets 2022: $2,596,4032022Assets 2023: $3,686,684Liabilities 2023: $924,554Net Assets 2023: $2,762,1302023Assets 2024: $4,168,390Liabilities 2024: $874,999Net Assets 2024: $3,293,3912024

Highlighted filing

2017

Assets$2,286,998
Liabilities$92,409
Net Assets$2,194,589

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,072,3812010Revenue 2011: $1,176,652Expenses 2011: $1,212,713Net Income 2011: -$36,0612011Revenue 2012: $1,429,889Expenses 2012: $1,336,798Net Income 2012: $93,0912012Revenue 2013: $1,363,960Expenses 2013: $1,300,586Net Income 2013: $63,3742013Revenue 2014: $1,425,256Expenses 2014: $1,278,994Net Income 2014: $146,2622014Revenue 2015: $1,182,181Expenses 2015: $1,228,314Net Income 2015: -$46,1332015Revenue 2016: $1,442,953Expenses 2016: $1,425,127Net Income 2016: $17,8262016Revenue 2017: $1,277,341Expenses 2017: $1,296,302Net Income 2017: -$18,9612017Revenue 2018: $1,420,089Expenses 2018: $1,404,091Net Income 2018: $15,9982018Revenue 2019: $1,406,683Expenses 2019: $1,414,432Net Income 2019: -$7,7492019Revenue 2020: $2,171,379Expenses 2020: $1,550,677Net Income 2020: $620,7022020Revenue 2021: $2,408,310Expenses 2021: $1,886,287Net Income 2021: $522,0232021Revenue 2022: $2,187,631Expenses 2022: $2,098,490Net Income 2022: $89,1412022Revenue 2023: $2,338,838Expenses 2023: $2,288,344Net Income 2023: $50,4942023Revenue 2024: $3,030,364Expenses 2024: $2,860,241Net Income 2024: $170,1232024

Highlighted filing

2017

Revenue$1,277,341
Expenses$1,296,302
Net Income-$18,961
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$1,277,341
Mission and Program Overview

Mission

Independent living resource center inc (ilrc) is a california nonprofit corporation organized by and for persons with physical and sensory disabilities who reside in ventura, santa barbara, and san luis obispo counties in the central coast area of california. Ilrc's mission is to promote full access, equal opportunity, maximum success, and self- sufficiency for all people with disabilities. Ilrc is consumer driven and consumer lead, meaning that the majority of its board of directors and staff have disabilities themselves.

Ilrc is organized by and for persons with physical and sensory disabilities whose mission is to promote full access, equal opportunity, maximum success, and self-sufficiency for all people with disabilities. Ilrc serves the central coast area of california including santa barbara, ventura, and san luis obispo counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,769,127$1,908,655▲ $139,528
Accounts Receivable$101,939$202,965▲ $101,026
Land, Buildings, and Equipment, Net$134,378$127,636▼ $6,742
Prepaid Expenses and Deferred Charges$33,953$34,093▲ $140
Savings and Temporary Cash Investments$32,019$0▼ $32,019
Cash and Non-Interest-Bearing Accounts$12,498$9,228▼ $3,270
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,087,025$2,286,998▲ $199,973
Other Assets Total$3,111$4,421▲ $1,310
Liabilities
Accounts Payable and Accrued Expenses$56,830$78,567▲ $21,737
Mortgage Notes Payable Secured by Investment Property$16,829$13,842▼ $2,987
Total Liabilities$73,659$92,409▲ $18,750
Net Assets / Fund Balance
Unrestricted Net Assets$1,703,022$1,851,014▲ $147,992
Temporarily Rstr Net Assets$160,344$193,575▲ $33,231
Permanently Rstr Net Assets$150,000$150,000→ $0
Total Net Assets Fund Balance$2,013,366$2,194,589▲ $181,223
Total Liabilities and Net Assets / Fund Balance$2,087,025$2,286,998▲ $199,973

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,421$449,049$488,470
Other Land Buildings$67,033$11,911$78,944
Leasehold Improvements$21,182$1,717$22,899

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,769,127-▲ $201,016$76,713$1,893,430
2015$1,576,969-▲ $204,624$12,466$1,769,127
2014$1,576,969---$1,576,969
2013$150,000---$150,000
2012$150,000---$150,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dani AndersonExecutive DirectorFT$75,552$75,552

Board Members and Trustees

NameTitle
Elizabeth SorgmanPresident
Danielle SpainDirector
Eric RowanDirector
Gordon GuySecretary
JIM MARSTON PhDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$981,593
Program Service Revenue
$255,000
Investment Income
$32,088
Other Revenue
$8,660
All Other Contributions
$26,545
Change in Net Assets
$-18,961

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,261,481
Revenue Not Reported on Financial Statements
$15,860
Revenue Not Reported on Form 990
$187,187
Total Revenue per Audited Statements
$1,448,668
Total Revenue per Form 990
$1,277,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$782,487
Other Expenses$513,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$469,922$110,229-$580,151
Fees for Services Other$115,874--$115,874
Occupancy$89,186$20,920-$110,106
Current Officers, Directors, Trustees, and Key Employees$61,197$14,355-$75,552
Other Employee Benefits$55,627$13,048-$68,675
Payroll Taxes$47,069$11,040-$58,109
Fees for Services Accounting$47,089$7,293-$54,382
All Other Expenses$23,843$9,553-$33,396
Insurance$18,418$4,320-$22,738
Travel$17,160$4,025-$21,185
Depreciation Depletion$16,177$3,794-$19,971
Fees for Service Investment Mgmnt Fees-$15,860-$15,860
Other Expenses$14,066$3,962-$14,066
Office Expenses$9,611$2,255-$11,866
Fees for Services Legal-$9,000-$9,000
Conferences and Meetings$1,903$446-$2,349
Interest$730$171-$901
Advertising$108$188-$296
Total Functional Expenses$1,065,843$230,459$0$1,296,302

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,296,302
Expenses per Audited Statements$1,280,442
Total Expenses per Audited Statements$1,280,442
Expenses Not Reported on Financial Statements$15,860
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 11B: Form 990 Review Process

Form 990 is provided to board members for review upon receipt from the preparer. Any questions or concerns are addressed and the 990 is approved at the next board meeting prior to its annual filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board members complete conflict of interest forms upon joining the board of directors. Any potential conflicts are presented to the board of directors for consideration. If a conflict is noted, the situation is reviewed and resolved. The annual audit also includes confirmation of any related party transactions (if any).

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation for the executive director and all employees is reviewed annually by the board of directors using pay data from comparable nonprofit organizations in the area. Compensation and bonuses (if any) are determined and approved by the board of directors.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation for the executive director and all employees is reviewed annually by the board of directors using pay data from comparable nonprofit organizations in the area. Compensation and bonuses (if any) are determined and approved by the board of directors. Board directors and officers are not compensated.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies and financial statements are available upon written request at the address on this return. Form 990s can also be found on guidestar.org.

Filing and Contact Details

Filer

Filer Name
Independent Living Resource Center Inc
EIN
95-3255012
Phone
8059630595
Address
423 W VICTORIA ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Dani Anderson
Title
Executive Director
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Sorgman
Formed
1977
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
23
Volunteers
7

Preparer

Firm
Lisa McGrath CPA
Address
900 Hanley Dr PO Box 721, Yachats, OR 97498
Preparer
Lisa Mcgrath CPA
Phone
8054069238
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Access to independence fund (atif) generates income to purchase durable medical equipment and assistive technology for qualified consumers, plus other approved expenses in memory of linda egar. Permanently restricted principal is $150,000. Accumulated investment income is included in temporarily restricted endowment assets until approved for expenditure.independent living memorial fund (ilmf) generates income to promote the message of ilrc, pay ilmf expenses and benefit persons with disabilities in memory of lois lee rathbun. Ilmf is a board designated endowment with original principal of $384,589. Accumlated investment income is recorded as temporarily restricted endowment funds until approved for expenditure.

Raw XML AppendixShowing 400 of 499 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt056830
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt078567
IRS990/AccountsReceivableGrp/BOYAmt0101939
IRS990/AccountsReceivableGrp/EOYAmt0202965
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ILRC IS ORGANIZED BY AND FOR PERSONS WITH PHYSICAL AND SENSORY DISABILITIES WHOSE MISSION IS TO PROMOTE FULL ACCESS, EQUAL OPPORTUNITY, MAXIMUM SUCCESS, AND SELF-SUFFICIENCY FOR ALL PEOPLE WITH DISABILITIES. ILRC SERVES THE CENTRAL COAST AREA OF CALIFORNIA INCLUDING SANTA BARBARA, VENTURA, AND SAN LUIS OBISPO COUNTIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0188
IRS990/AdvertisingGrp/ProgramServicesAmt0108
IRS990/AdvertisingGrp/TotalAmt0296
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt026545
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09553
IRS990/AllOtherExpensesGrp/ProgramServicesAmt023843
IRS990/AllOtherExpensesGrp/TotalAmt033396
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DANI ANDERSON
IRS990/BooksInCareOfDetail/PhoneNum08059630595
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0423 W VICTORIA ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt012498
IRS990/CashNonInterestBearingGrp/EOYAmt09228
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014355
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt061197
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075552
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0446
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01903
IRS990/ConferencesMeetingsGrp/TotalAmt02349
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0981593
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt032088
IRS990/CYOtherExpensesAmt0513815
IRS990/CYOtherRevenueAmt08660
IRS990/CYProgramServiceRevenueAmt0255000
IRS990/CYRevenuesLessExpensesAmt0-18961
IRS990/CYSalariesCompEmpBnftPaidAmt0782487
IRS990/CYTotalExpensesAmt01296302
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01277341
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03794
IRS990/DepreciationDepletionGrp/ProgramServicesAmt016177
IRS990/DepreciationDepletionGrp/TotalAmt019971
IRS990/Desc0INDEPENDENT LIVING PROGRAM SUPPORTS CONSUMERS IN THEIR EFFORTS TO LIVE AS INDEPENDENTLY AS POSSIBLE, AND TO ACHIEVE THE OPTIMAL LEVEL OF INDEPENDENCE, WHILE ELIMINATING BARRIERS WHICH PREVENT FULL PARTICIPATION IN THE COMMUNITY. ILRC TRAINS CONSUMERS IN SELF-ADVOCACY, AND IN THE TOOLS THAT MAKE COMMUNITY LIVING POSSIBLE. ILRC ADVOCATES FOR THE DISABILITY COMMUNITY AND LEADS EFFORTS TO INFLUENCE PUBLIC POLICY FOR FULL ACCESS TO THE SAME PLACES, ACTIVITIES AND OPPORTUNITIES THAT ALL CALIFORNIANS ENJOY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt023
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01065843
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07293
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt047089
IRS990/FeesForServicesAccountingGrp/TotalAmt054382
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09000
IRS990/FeesForServicesLegalGrp/TotalAmt09000
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0115874
IRS990/FeesForServicesOtherGrp/TotalAmt0115874
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt015860
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015860
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
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/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH SORGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM MARSTON PhD
IRS990/Form990PartVIISectionAGrp/PersonNm2GORDON GUY
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIC ROWAN
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIELLE SPAIN
IRS990/Form990PartVIISectionAGrp/PersonNm5DANI ANDERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt575552
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0955048
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01277341
IRS990/GrossRentsGrp/RealAmt06600
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04320
IRS990/InsuranceGrp/ProgramServicesAmt018418
IRS990/InsuranceGrp/TotalAmt022738
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0171
IRS990/InterestGrp/ProgramServicesAmt0730
IRS990/InterestGrp/TotalAmt0901
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt032088
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032088
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01769127
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01908655
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0462677
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0134378
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0127636
IRS990/LandBldgEquipCostOrOtherBssAmt0590313
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ILRC IS ORGANIZED BY AND FOR PERSONS WITH PHYSICAL AND SENSORY DISABILITIES WHOSE MISSION IS TO PROMOTE FULL ACCESS, EQUAL OPPORTUNITY, MAXIMUM SUCCESS, AND SELF-SUFFICIENCY FOR ALL PEOPLE WITH DISABILITIES. ILRC SERVES THE CENTRAL COAST AREA OF CALIFORNIA INCLUDING SANTA BARBARA, VENTURA, AND SAN LUIS OBISPO COUNTIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt016829
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013842
IRS990/NetAssetsOrFundBalancesBOYAmt02013366
IRS990/NetAssetsOrFundBalancesEOYAmt02194589
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06600
IRS990/NetUnrlzdGainsLossesInvstAmt0187187
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt020920
IRS990/OccupancyGrp/ProgramServicesAmt089186
IRS990/OccupancyGrp/TotalAmt0110106
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02255
IRS990/OfficeExpensesGrp/ProgramServicesAmt09611
IRS990/OfficeExpensesGrp/TotalAmt011866
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03111
IRS990/OtherAssetsTotalGrp/EOYAmt04421
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013048
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055627
IRS990/OtherEmployeeBenefitsGrp/TotalAmt068675
IRS990/OtherExpensesGrp/Desc0THE CLIENT NETWORK
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2CA COMMUNITY TRANSITIONS
IRS990/OtherExpensesGrp/Desc3CONSUMER BENEFITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03962
IRS990/OtherExpensesGrp/ProgramServicesAmt045409
IRS990/OtherExpensesGrp/ProgramServicesAmt116890
IRS990/OtherExpensesGrp/ProgramServicesAmt215564
IRS990/OtherExpensesGrp/ProgramServicesAmt314066
IRS990/OtherExpensesGrp/TotalAmt045409
IRS990/OtherExpensesGrp/TotalAmt120852
IRS990/OtherExpensesGrp/TotalAmt215564
IRS990/OtherExpensesGrp/TotalAmt314066
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02060
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02060
IRS990/OtherRevenueTotalAmt02060
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0110229
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0469922
IRS990/OtherSalariesAndWagesGrp/TotalAmt0580151
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011040
IRS990/PayrollTaxesGrp/ProgramServicesAmt047069
IRS990/PayrollTaxesGrp/TotalAmt058109
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0150000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0150000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033953
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034093
IRS990/PrincipalOfficerNm0ELIZABETH SORGMAN
IRS990/PriorPeriodAdjustmentsAmt012997
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONSUMER REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1252179
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1252179
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01077311
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt053947
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0581844
IRS990/PYOtherRevenueAmt07510
IRS990/PYProgramServiceRevenueAmt0304185
IRS990/PYRevenuesLessExpensesAmt017826
IRS990/PYSalariesCompEmpBnftPaidAmt0843283
IRS990/PYTotalExpensesAmt01425127
IRS990/PYTotalRevenueAmt01442953
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-18961
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt06600
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032019
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0981593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01077311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0911503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0981643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0944867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04896917
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032089
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-36891
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0143747
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030282
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0223174
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0572385
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02060
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0910
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt07209
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt036589
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06990
IRS990ScheduleA/OtherIncome170Grp/TotalAmt053758
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94650
IRS990ScheduleA/PublicSupportPY170Pct00.95160
IRS990ScheduleA/PublicSupportTotal170Amt04896917
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0981593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01077311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0911503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0981643
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0944867
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04896917
IRS990ScheduleA/TotalSupportAmt05173849
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/CYEndwmtFundGrp/BeginningYearBalanceAmt01769127
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01893430
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0201016
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt076713
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01576969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01769127
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0204624
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt012466
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01576969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01576969
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0150000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0150000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0150000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0150000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt039421
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0449049
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0488470
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015860
IRS990ScheduleD/ExpensesSubtotalAmt01280442
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015860
IRS990ScheduleD/InvestmentExpensesNotIncldAmt015860
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021182
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01717
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022899
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0187187
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt067033
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011911
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt078944
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt0187187
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt015860
IRS990ScheduleD/RevenueSubtotalAmt01261481
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCESS TO INDEPENDENCE FUND (ATIF) GENERATES INCOME TO PURCHASE DURABLE MEDICAL EQUIPMENT AND ASSISTIVE TECHNOLOGY FOR QUALIFIED CONSUMERS, PLUS OTHER APPROVED EXPENSES IN MEMORY OF LINDA EGAR. PERMANENTLY RESTRICTED PRINCIPAL IS $150,000. ACCUMULATED INVESTMENT INCOME IS INCLUDED IN TEMPORARILY RESTRICTED ENDOWMENT ASSETS UNTIL APPROVED FOR EXPENDITURE.INDEPENDENT LIVING MEMORIAL FUND (ILMF) GENERATES INCOME TO PROMOTE THE MESSAGE OF ILRC, PAY ILMF EXPENSES AND BENEFIT PERSONS WITH DISABILITIES IN MEMORY OF LOIS LEE RATHBUN. ILMF IS A BOARD DESIGNATED ENDOWMENT WITH ORIGINAL PRINCIPAL OF $384,589. ACCUMLATED INVESTMENT INCOME IS RECORDED AS TEMPORARILY RESTRICTED ENDOWMENT FUNDS UNTIL APPROVED FOR EXPENDITURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0127636

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.87$3.29$3.03$2.86$0.17
2023Summary only. Only limited summary data is available for this year.$3.69$0.92$2.76$2.34$2.29$0.05
2022Summary only. Only limited summary data is available for this year.$3.56$0.97$2.60$2.19$2.10$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.11$2.88$2.41$1.89$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.09$2.45$2.17$1.55$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.10$2.37$1.41$1.41$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.10$2.37$1.42$1.40$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.09$2.19$1.28$1.30$0.02
2016Summary only. Only limited summary data is available for this year.$2.09$0.07$2.01$1.44$1.43$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.04$1.83$1.18$1.23$0.05
2014Summary only. Only limited summary data is available for this year.$1.97$0.09$1.88$1.43$1.28$0.15
2013Summary only. Only limited summary data is available for this year.$1.78$0.05$1.73$1.36$1.30$0.06
2012Summary only. Only limited summary data is available for this year.$1.71$0.04$1.67$1.43$1.34$0.09
2011Summary only. Only limited summary data is available for this year.$1.63$0.06$1.57$1.18$1.21$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.07$1.52$1.07