Civic Intelligence

Valley Resource Center Inc.

990 • Fiscal year 2018 • EIN 95-3508655

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

98th percentile

1.83x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.39x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

19th percentile

-9.2%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$85,542

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-8.9%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$1,661,906

Up $20,841 (+1.3%) from 2017

Net Assets

Down

-$1,375,515

Down $727,531 (-112%) from 2017

Liabilities

Up

$3,037,421

Up $748,372 (+33%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin19th percentile

Revenue

Down

$7,855,407

Down $763,594 (-8.9%) from 2017

Expenses

Down

$8,581,968

Down $21,029 (-0.2%) from 2017

Net Income

Down

-$726,561

Down $742,565 (-4640%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2018

Assets$1,661,906
Liabilities$3,037,421
Net Assets-$1,375,515
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$7,855,407
Expenses$8,581,968
Net Income-$726,561
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$7,856,029
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$828,860$806,021▼ $22,839
Land, Buildings, and Equipment, Net$435,776$513,347▲ $77,571
Savings and Temporary Cash Investments$80,348$140,519▲ $60,171
Accounts Receivable$97,976--
Prepaid Expenses and Deferred Charges$68,084$72,530▲ $4,446
Cash and Non-Interest-Bearing Accounts$9,984$1,193▼ $8,791
Total Assets$1,641,065$1,661,906▲ $20,841
Other Assets Total$120,037$128,296▲ $8,259
Liabilities
Other Liabilities$873,555$1,515,656▲ $642,101
Accounts Payable and Accrued Expenses$1,326,018$1,356,651▲ $30,633
Mortgage Notes Payable Secured by Investment Property$89,476$165,114▲ $75,638
Total Liabilities$2,289,049$3,037,421▲ $748,372
Net Assets / Fund Balance
Temporarily Rstr Net Assets$80,348$140,519▲ $60,171
Unrestricted Net Assets$-728,332$-1,516,034▼ $787,702
Total Net Assets Fund Balance$-647,984$-1,375,515▼ $727,531
Total Liabilities and Net Assets / Fund Balance$1,641,065$1,661,906▲ $20,841

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$245,480$1,329,243$1,574,723
Leasehold Improvements$248,432$127,490$375,922
Equipment$19,435$354,412$373,847
Other Assets Org$128,296--
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lee TrislerExecutive DirecFT$85,542$85,542

Board Members and Trustees

NameTitle
Richard GiesePresident
Rev Quinn HawleyVice President
Arn LahdeBoard Member
Christie BarrettBoard Member
David PyleBoard Member
Dennis MurrayBoard Member
Grant BennettBoard Member
Michael McIntyreBoard Member
Myrna TorresBoard member
Rich BiberBoard Member
Richard WilliamsBoard Member
Tom WilsonBoard Member
Vincent PonceBoard Member
Dorothy McGargillSecretary
Bruce OrtizTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,008
Program Service Revenue
$7,580,702
Investment Income
$1,709
Other Revenue
$28,988
All Other Contributions
$29,429
Change in Net Assets
$-726,561

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,855,407
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,855,407
Total Revenue per Form 990
$7,855,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,962,489
Other Expenses$2,619,479
Total Fundraising Expense$130,039
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,378,363$312,653$78,161$4,769,177
Occupancy$1,122,234$103,204$24,902$1,250,340
Other Employee Benefits$703,747$44,390$11,091$759,228
Insurance$265,312$107,717$972$374,001
Payroll Taxes$315,793$26,199$6,550$348,542
Fees for Services Other$3,554$133,804-$137,358
Office Expenses$72,058$42,720$6,961$121,739
All Other Expenses$54,808$44,008-$98,816
Interest-$96,199-$96,199
Current Officers, Directors, Trustees, and Key Employees$78,532$5,608$1,402$85,542
Depreciation Depletion$67,157$9,962-$77,119
Travel$54,046$2,732-$56,778
Other Expenses$32,016$17,121-$49,137
Advertising-$28,716-$28,716
Conferences and Meetings$4,813$4,763-$9,576
Total Functional Expenses$7,463,830$988,099$130,039$8,581,968

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,581,968
Total Expenses per Audited Statements$8,581,968
Total Expenses per Form 990$8,581,968
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$622
Fundraising Gross Income$622
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$15,576$622$622$0
Total Events$15,576$622$622$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$454,530
-Common Board MembersLease office spaceNo$34,740
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Short-term note payable$1,471,589
Capital Lease Obligations$44,067
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
2019-05-15
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
210
Volunteers
0

Preparer

Firm
Smith Marion & Co
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
Carlos Carazo
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 627 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/Desc0The Work Activity Centers in our Perris and Hemet facilities service 322 clients combined. Eighteen of those clients moved into our Supported Work program this year. 82% of clients achieved their goals.
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IRS990/Form990PartVIISectionAGrp/PersonNm9David Pyle
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael McIntyre
IRS990/Form990PartVIISectionAGrp/PersonNm11Myrna Torres
IRS990/Form990PartVIISectionAGrp/PersonNm12Richard Williams
IRS990/Form990PartVIISectionAGrp/PersonNm13Tom Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm14Rich Biber
IRS990/Form990PartVIISectionAGrp/PersonNm15Lee Trisler
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Direc
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt014954
IRS990/FundraisingDirectExpensesAmt0622
IRS990/FundraisingGrossIncomeAmt0622
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0199625
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07856029
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0972
IRS990/InsuranceGrp/ManagementAndGeneralAmt0107717
IRS990/InsuranceGrp/ProgramServicesAmt0265312
IRS990/InsuranceGrp/TotalAmt0374001
IRS990/InterestGrp/ManagementAndGeneralAmt096199
IRS990/InterestGrp/TotalAmt096199
IRS990/InvestmentIncomeGrp/ExclusionAmt01709
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01709
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt0263
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01811145
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0435776
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0513347
IRS990/LandBldgEquipCostOrOtherBssAmt02324492
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide service and advocacy, which creates choices and opportunities, for adults with disabilities to reach their maximum potential.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt089476
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0165114
IRS990/NetAssetsOrFundBalancesBOYAmt0-647984
IRS990/NetAssetsOrFundBalancesEOYAmt0-1375515
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt024902
IRS990/OccupancyGrp/ManagementAndGeneralAmt0103204
IRS990/OccupancyGrp/ProgramServicesAmt01122234
IRS990/OccupancyGrp/TotalAmt01250340
IRS990/OfficeExpensesGrp/FundraisingAmt06961
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042720
IRS990/OfficeExpensesGrp/ProgramServicesAmt072058
IRS990/OfficeExpensesGrp/TotalAmt0121739
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0120037
IRS990/OtherAssetsTotalGrp/EOYAmt0128296
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011091
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044390
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0703747
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0759228
IRS990/OtherExpensesGrp/Desc0Fuel
IRS990/OtherExpensesGrp/Desc1Program supplies
IRS990/OtherExpensesGrp/Desc2Repair & maintenance -
IRS990/OtherExpensesGrp/Desc3Leases
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06957
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11346
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217121
IRS990/OtherExpensesGrp/ProgramServicesAmt0130732
IRS990/OtherExpensesGrp/ProgramServicesAmt1107956
IRS990/OtherExpensesGrp/ProgramServicesAmt272709
IRS990/OtherExpensesGrp/ProgramServicesAmt332016
IRS990/OtherExpensesGrp/TotalAmt0137689
IRS990/OtherExpensesGrp/TotalAmt1107956
IRS990/OtherExpensesGrp/TotalAmt274055
IRS990/OtherExpensesGrp/TotalAmt349137
IRS990/OtherLiabilitiesGrp/BOYAmt0873555
IRS990/OtherLiabilitiesGrp/EOYAmt01515656
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/Desc1Gain on Sale of Assets
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022988
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022988
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16000
IRS990/OtherRevenueTotalAmt028988
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt078161
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0312653
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04378363
IRS990/OtherSalariesAndWagesGrp/TotalAmt04769177
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06550
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026199
IRS990/PayrollTaxesGrp/ProgramServicesAmt0315793
IRS990/PayrollTaxesGrp/TotalAmt0348542
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0828860
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0806021
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt068084
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072530
IRS990/PrincipalOfficerNm0Richard Giese
IRS990/PriorPeriodAdjustmentsAmt0-970
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2452000
IRS990/ProgramServiceRevenueGrp/Desc0Program revenue
IRS990/ProgramServiceRevenueGrp/Desc1Contracts
IRS990/ProgramServiceRevenueGrp/Desc2Thrift Store
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06493733
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1972326
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2114643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06493733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1972326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2114643
IRS990/ProgSrvcAccomActy2Grp/Desc0The Adult Developmental Centers in our Perris (58 clients) and Hemet (39 clients) facilities service 97 clients combined, with 98% in Perris and 78% in Hemet achieving their goals.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01103851
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01418551
IRS990/ProgSrvcAccomActy3Grp/Desc0The Supported Work program in all of our facilities (Hemet, Perris and Riverside) serviced 177 clients. There were 33 new client job placements. The average job retention rate is 377 weeks. The average pay for individual placements in Western Riverside County is $13.52.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02435819
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02239818
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Thrift Store has 2 enclaves, servicing 6 clients. Donations increased from last year
IRS990/ProgSrvcAccomActyOtherGrp/Desc1The Residential Facility has the capacity to serve 14 adults. There were 2 exits and 1 new admission. The home has two vacancies. We had an average of 88.7% capacity. Hours in community activities totaled 4253, exceeding the minimum objective of 3,000.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2The Transportation program transported a total of 74 clients. The program received 9 referrals and 19 exits. All routes are scheduled to be less than 2 hours (longest is 1.5 hours). Over the last two years, we have reduced the transportation program. 100% of staff received at least 6 hours of training during the year.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0190360
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1369128
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2419790
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0114643
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1373303
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt2389624
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt052653
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06034
IRS990/PYOtherExpensesAmt02643311
IRS990/PYOtherRevenueAmt018056
IRS990/PYProgramServiceRevenueAmt08542258
IRS990/PYRevenuesLessExpensesAmt016004
IRS990/PYSalariesCompEmpBnftPaidAmt05959686
IRS990/PYTotalExpensesAmt08602997
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08619001
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-726561
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03044764
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080348
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140519
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0244008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07254507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0101976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07746968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01709
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0905
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0537
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01285
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07580702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08542258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01467294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08282761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08511431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034384446
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0905
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0672
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05108

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,661,906
Liabilities
$3,037,421
Net assets
-$1,375,515
Revenue
$7,855,407
Expenses
$8,581,968
Net income
-$726,561
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
2018Detailed filing. Detailed filing data is available for this year.$1.66$3.04$1.38$7.86$8.58$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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