Civic Intelligence

Valley Resource Center Inc.

990 • Fiscal year 2017 • EIN 95-3508655

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 13, 2017

Organization Profilewww.weexceed.org

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1285 N Santa Fe StreetHemet, CA 92543

(951) 766-8659

Siviq Scores

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

Liabilities / Assets

97th percentile

1.39x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.27x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

39th percentile

0.2%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$82,799

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

61st percentile

7.5%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-1.5%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$1,641,065

Up $113,960 (+7.5%) from 2016

Net Assets

Up

-$647,984

Up $16,004 (+2.4%) from 2016

Liabilities

Up

$2,289,049

Up $97,956 (+4.5%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin39th percentile

Revenue

Down

$8,619,001

Down $129,516 (-1.5%) from 2016

Expenses

Down

$8,602,997

Down $232,182 (-2.6%) from 2016

Net Income

Up

$16,004

Up $102,666 (+118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0-$5.0MAssets 2012: $1,756,229Liabilities 2012: $1,259,711Net Assets 2012: $496,5182012Assets 2013: $1,722,855Liabilities 2013: $1,333,838Net Assets 2013: $389,0172013Assets 2014: $1,568,000Liabilities 2014: $1,678,361Net Assets 2014: -$110,3612014Assets 2015: $1,440,700Liabilities 2015: $2,018,026Net Assets 2015: -$577,3262015Assets 2016: $1,527,105Liabilities 2016: $2,191,093Net Assets 2016: -$663,9882016Assets 2017: $1,641,065Liabilities 2017: $2,289,049Net Assets 2017: -$647,9842017Assets 2018: $1,661,906Liabilities 2018: $3,037,421Net Assets 2018: -$1,375,5152018Assets 2019: $1,514,847Liabilities 2019: $3,313,997Net Assets 2019: -$1,799,1502019Assets 2020: $2,208,775Liabilities 2020: $3,655,337Net Assets 2020: -$1,446,5622020Assets 2021: $2,140,522Liabilities 2021: $2,010,454Net Assets 2021: $130,0682021Assets 2022: $1,837,581Liabilities 2022: $1,876,686Net Assets 2022: -$39,1052022Assets 2023: $7,325,938Liabilities 2023: $7,251,285Net Assets 2023: $74,6532023

Highlighted filing

2017

Assets$1,641,065
Liabilities$2,289,049
Net Assets-$647,984
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $8,694,121Expenses 2012: $8,582,313Net Income 2012: $111,8082012Expenses 2013: $8,845,2862013Revenue 2014: $8,617,536Expenses 2014: $9,116,914Net Income 2014: -$499,3782014Revenue 2015: $8,377,257Expenses 2015: $8,844,222Net Income 2015: -$466,9652015Revenue 2016: $8,748,517Expenses 2016: $8,835,179Net Income 2016: -$86,6622016Revenue 2017: $8,619,001Expenses 2017: $8,602,997Net Income 2017: $16,0042017Revenue 2018: $7,855,407Expenses 2018: $8,581,968Net Income 2018: -$726,5612018Revenue 2019: $7,759,909Expenses 2019: $8,183,544Net Income 2019: -$423,6352019Revenue 2020: $8,623,225Expenses 2020: $8,270,637Net Income 2020: $352,5882020Revenue 2021: $10,051,314Expenses 2021: $8,474,684Net Income 2021: $1,576,6302021Revenue 2022: $8,091,319Expenses 2022: $8,260,492Net Income 2022: -$169,1732022Revenue 2023: $8,955,589Expenses 2023: $8,841,831Net Income 2023: $113,7582023

Highlighted filing

2017

Revenue$8,619,001
Expenses$8,602,997
Net Income$16,004
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 13, 2017
Return Version
2016v3.0
Gross Receipts
$8,620,428
Mission and Program Overview

Mission

To provide service and advocacy, which creates choices and opportunities, for adults with disabilities to reach their maximum potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$782,127$828,860▲ $46,733
Land, Buildings, and Equipment, Net$371,691$435,776▲ $64,085
Accounts Receivable$113,306$97,976▼ $15,330
Savings and Temporary Cash Investments$92,580$80,348▼ $12,232
Prepaid Expenses and Deferred Charges$64,335$68,084▲ $3,749
Cash and Non-Interest-Bearing Accounts$7,566$9,984▲ $2,418
Inventories for Sale or Use$1,134$0▼ $1,134
Total Assets$1,527,105$1,641,065▲ $113,960
Other Assets Total$94,366$120,037▲ $25,671
Liabilities
Accounts Payable and Accrued Expenses$1,360,568$1,326,018▼ $34,550
Other Liabilities$830,525$873,555▲ $43,030
Unsecured Notes Loans Payable-$89,476-
Total Liabilities$2,191,093$2,289,049▲ $97,956
Net Assets / Fund Balance
Temporarily Rstr Net Assets$92,580$80,348▼ $12,232
Unrestricted Net Assets$-756,568$-728,332▲ $28,236
Total Net Assets Fund Balance$-663,988$-647,984▲ $16,004
Total Liabilities and Net Assets / Fund Balance$1,527,105$1,641,065▲ $113,960

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$307,048$1,389,066$1,696,114
Equipment$66,303$299,951$366,254
Leasehold Improvements$62,425$282,404$344,829
Other Assets Org$120,037--
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lee TrislerExecutive DirecFT$82,799$82,799

Board Members and Trustees

NameTitle
Richard GiesePresident
Rev Quinn HawleyVice President
Arn LahdeBoard Member
Dennis MurrayBoard Member
Eric KroenckeBoard Member
Gary CaneBoard Member
John PhillipsBoard Member
Kathy BloomBoard Member
Michael McIntyreBoard Member
Myrna TorresBoard member
Richard WilliamsBoard Member
Tom WilsonBoard Member
Gladys DaviesHonorary Mbr
Dorothy McGargillSecretary
Bruce OrtizTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,653
Program Service Revenue
$8,542,258
Investment Income
$6,034
Other Revenue
$18,056
All Other Contributions
$29,996
Change in Net Assets
$16,004

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,619,001
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,619,001
Total Revenue per Form 990
$8,619,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,959,686
Other Expenses$2,643,311
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,381,769$340,154-$4,721,923
Occupancy$1,090,166$129,827-$1,219,993
Other Employee Benefits$741,095$88,652-$829,747
Insurance$366,803$115,092-$481,895
Payroll Taxes$298,133$27,084-$325,217
Fees for Services Accounting-$150,331-$150,331
Office Expenses$66,646$37,218-$103,864
All Other Expenses$52,614$41,503-$94,117
Depreciation Depletion$79,919$10,177-$90,096
Current Officers, Directors, Trustees, and Key Employees$75,347$7,452-$82,799
Travel$54,531$2,271-$56,802
Interest-$56,285-$56,285
Other Expenses$45,734$8,790$0$54,524
Conferences and Meetings$3,889$4,143-$8,032
Advertising-$7,676-$7,676
Fees for Services Other$1,359--$1,359
Total Functional Expenses$7,566,260$1,036,737$0$8,602,997

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,602,997
Total Expenses per Audited Statements$8,602,997
Total Expenses per Form 990$8,602,997
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,427
Fundraising Gross Income$1,427
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$13,834$1,427$1,427$0
Total Events$13,834$1,427$1,427$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
Mike McIntyreBoard MemberLease office spaceNo$305,877
-Common Board MembersLease office spaceNo$45,100
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Short-term note payable$828,860
Vehicle loans$44,695
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“The Organization leases three Hemet sites from Hubbert & McIntyre. One of the owners of this company is a board member for Exceed and therefore is considered a related party.”

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

“The 990 is approved by the Executive Director.”

Form 990, Part VI, Section B, line 12C

“All conflict of interests are reviewed by the administrative staff.”

Form 990, Part VI, Section B, line 15

“We perform wage surveys and have a salary scale in place.”

Form 990, Part VI, Section C, line 19

“Board meeting minutes and related materials are available during business hours.”

Filing and Contact Details

Filer

Filer Name
Valley Resource Center for
EIN
95-3508655
Phone
9517668659
Address
1285 N Santa Fe Street, Hemet, CA 92543
Doing Business As
Exceed

Signing Officer

Name
Lee Trisler
Title
Executive Direc
Phone
9517668659
Signed
2017-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Giese
Formed
1979
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
14
Employees
202
Volunteers
0

Preparer

Firm
Smith Marion & Co LPP
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

“CA”

Form 990 Part XII Line 2C

“No changes have occurred in the Organization's oversight or selection processes.”

Financial Statement Notes

Part X, Line 2:

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Organization, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Oranization files returns in the US Federal jurisdiction and the State of California. The Organization's federal income tax returns for three years prior and beyond remain subject to examination by the Internal Revenue Service. The Organization's California income tax returns for four years prior and beyond remain subject to examination by the Franchise Tax Board.”

Raw XML AppendixShowing 400 of 636 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm9John Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm10Kathy Bloom
IRS990/Form990PartVIISectionAGrp/PersonNm11Michael McIntyre
IRS990/Form990PartVIISectionAGrp/PersonNm12Myrna Torres
IRS990/Form990PartVIISectionAGrp/PersonNm13Richard Williams
IRS990/Form990PartVIISectionAGrp/PersonNm14Tom Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm15Lee Trisler
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Direc
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IRS990/MissionDesc0To provide service and advocacy, which creates choices and opportunities, for adults with disabilities to reach their maximum potential.
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IRS990/NetAssetsOrFundBalancesEOYAmt0-647984
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IRS990/OfficeExpensesGrp/ProgramServicesAmt066646
IRS990/OfficeExpensesGrp/TotalAmt0103864
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt088652
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0741095
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0829747
IRS990/OtherExpensesGrp/Desc0Fuel
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IRS990/OtherExpensesGrp/Desc2Repair & maintenance -
IRS990/OtherExpensesGrp/Desc3Leases
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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06923
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23159
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38790
IRS990/OtherExpensesGrp/ProgramServicesAmt0133131
IRS990/OtherExpensesGrp/ProgramServicesAmt1110486
IRS990/OtherExpensesGrp/ProgramServicesAmt264638
IRS990/OtherExpensesGrp/ProgramServicesAmt345734
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IRS990/OtherExpensesGrp/TotalAmt1110486
IRS990/OtherExpensesGrp/TotalAmt267797
IRS990/OtherExpensesGrp/TotalAmt354524
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0340154
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04381769
IRS990/OtherSalariesAndWagesGrp/TotalAmt04721923
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027084
IRS990/PayrollTaxesGrp/ProgramServicesAmt0298133
IRS990/PayrollTaxesGrp/TotalAmt0325217
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0782127
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0828860
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064335
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068084
IRS990/PrincipalOfficerNm0Richard Giese
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2452000
IRS990/ProgramServiceRevenueGrp/Desc0Program revenue
IRS990/ProgramServiceRevenueGrp/Desc1Contracts
IRS990/ProgramServiceRevenueGrp/Desc2Thrift Store
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07283098
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11155097
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2104063
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07283098
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11155097
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2104063
IRS990/ProgSrvcAccomActy2Grp/Desc0The Adult Developmental Centers in our Perris and Hemet facilities service 94 clients combined, with 90% achieving their goals.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01534619
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01537148
IRS990/ProgSrvcAccomActy3Grp/Desc0The Supported Work program in all of our facilities (Hemet, Perris, Riverside and Bermuda Dunes) serviced 174 clients. There were 28 new client job placements. The average job retention rate is 329 weeks. The average pay for individual placements in Western Riverside County is $11.46 and in the Desert is $9.65.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02505355
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02427076
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Transportation program transported a total of 234 clients (97 from Hemet facility and 137 from Perris). The program received 39 referrals and added 27 new riders. All routes are scheduled to be less than 2 hours (longest is Perris at 1.25 hours and Santa Fe at 1 hour). 100% of staff received at least 6 hours of training during the year.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1The Thrift Store has 3 enclaves, servicing 12 clients. Donations increased from last year. A furniture refurbishing program was successfully started as well.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2The Residential Facility has the capacity to serve 14 adults. There was 1 exit and 2 new admissions. The home has two vacancies. We had an average of 88.7% capacity. Hours in community activities totaled 3,496. Exceeding the minimum objective of 3,000.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt091
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1189412
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2369737
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0347941
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1173262
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt2404513
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IRS990/PYContributionsGrantsAmt07254507
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IRS990/PYOtherRevenueAmt026179
IRS990/PYProgramServiceRevenueAmt01467294
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IRS990/PYSalariesCompEmpBnftPaidAmt05960484
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt016004
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0101976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07533672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0905
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0537
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08542258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01467294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08282761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08511431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08692154
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04473

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,641,065
Liabilities
$2,289,049
Net assets
-$647,984
Revenue
$8,619,001
Expenses
$8,602,997
Net income
$16,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.33$7.25$0.07$8.96$8.84$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$1.88$0.04$8.09$8.26$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$2.01$0.13$10.1$8.47$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$3.66$1.45$8.62$8.27$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$3.31$1.80$7.76$8.18$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$3.04$1.38$7.86$8.58$0.73
2017Detailed filing. Detailed filing data is available for this year.$1.64$2.29$0.65$8.62$8.60$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$2.19$0.66$8.75$8.84$0.09
2015Summary only. Only limited summary data is available for this year.$1.44$2.02$0.58$8.38$8.84$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.57$1.68$0.11$8.62$9.12$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.33$0.39$8.85
2012Summary only. Only limited summary data is available for this year.$1.76$1.26$0.50$8.69$8.58$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits