Civic Intelligence

Community Interface Services

990 • Fiscal year 2014 • EIN 95-3818176

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization Profilewww.communityinterfaceservices.org

View Organization Page

2621 Roosevelt Street92008

(760) 729-3866

Siviq Scores

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

Liabilities / Assets

69th percentile

0.42x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.17x

Higher debt load relative to revenue than 47% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

37th percentile

-0.1%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$124,260

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$2,385,245

Up $34,953 (+1.5%) from 2013

Net Assets

Down

$1,381,192

Down $3,694 (-0.3%) from 2013

Liabilities

Up

$1,004,053

Up $38,647 (+4.0%) from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin37th percentile

Revenue

Up

$5,956,099

Up $839,024 (+16%) from 2013

Expenses

Up

$5,959,793

Up $1,008,081 (+20%) from 2013

Net Income

Down

-$3,694

Down $169,057 (-102%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,999,605Liabilities 2011: $774,623Net Assets 2011: $1,224,9822011Assets 2012: $2,009,439Liabilities 2012: $789,916Net Assets 2012: $1,219,5232012Assets 2013: $2,350,292Liabilities 2013: $965,406Net Assets 2013: $1,384,8862013Assets 2014: $2,385,245Liabilities 2014: $1,004,053Net Assets 2014: $1,381,1922014Assets 2015: $2,357,467Liabilities 2015: $973,044Net Assets 2015: $1,384,4232015Assets 2016: $2,647,566Liabilities 2016: $1,255,759Net Assets 2016: $1,391,8072016Assets 2017: $2,609,875Liabilities 2017: $1,218,068Net Assets 2017: $1,391,8072017Assets 2018: $2,834,349Liabilities 2018: $1,429,046Net Assets 2018: $1,405,3032018Assets 2019: $2,689,976Liabilities 2019: $1,283,668Net Assets 2019: $1,406,3082019Assets 2020: $3,127,020Liabilities 2020: $1,837,226Net Assets 2020: $1,289,7942020Assets 2021: $6,070,523Liabilities 2021: $2,771,622Net Assets 2021: $3,298,9012021Assets 2022: $4,892,948Liabilities 2022: $1,589,890Net Assets 2022: $3,303,0582022Assets 2023: $6,718,604Liabilities 2023: $3,402,703Net Assets 2023: $3,315,9012023Assets 2024: $6,731,007Liabilities 2024: $3,437,289Net Assets 2024: $3,293,7182024Assets 2025: $10,237,919Liabilities 2025: $5,194,515Net Assets 2025: $5,043,4042025

Highlighted filing

2014

Assets$2,385,245
Liabilities$1,004,053
Net Assets$1,381,192
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,919,0532011Revenue 2012: $4,831,367Expenses 2012: $4,836,826Net Income 2012: -$5,4592012Revenue 2013: $5,117,075Expenses 2013: $4,951,712Net Income 2013: $165,3632013Revenue 2014: $5,956,099Expenses 2014: $5,959,793Net Income 2014: -$3,6942014Revenue 2015: $6,600,272Expenses 2015: $6,597,041Net Income 2015: $3,2312015Revenue 2016: $7,463,796Expenses 2016: $7,456,412Net Income 2016: $7,3842016Revenue 2017: $9,384,314Expenses 2017: $9,384,314Net Income 2017: $02017Revenue 2018: $10,706,392Expenses 2018: $10,692,896Net Income 2018: $13,4962018Revenue 2019: $11,141,764Expenses 2019: $11,140,759Net Income 2019: $1,0052019Revenue 2020: $13,683,644Expenses 2020: $13,800,157Net Income 2020: -$116,5132020Revenue 2021: $16,324,990Expenses 2021: $14,315,883Net Income 2021: $2,009,1072021Revenue 2022: $13,358,874Expenses 2022: $13,354,717Net Income 2022: $4,1572022Revenue 2023: $12,787,665Expenses 2023: $12,774,822Net Income 2023: $12,8432023Revenue 2024: $11,137,024Expenses 2024: $11,159,207Net Income 2024: -$22,1832024Revenue 2025: $14,360,449Expenses 2025: $12,610,763Net Income 2025: $1,749,6862025

Highlighted filing

2014

Revenue$5,956,099
Expenses$5,959,793
Net Income-$3,694
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$5,956,099
Mission and Program Overview

Mission

The organization fosters independence and community participation for people with intellectual developmental disabilities by providing quality, individualized community based support and training in employment, housing, community living, day programs, and related services.

The Organization fosters independance and community participation for people with intellectual/developmental disabilities by providing quality, individualized community based support and training in employment, housing, community living, and related services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$695,799$822,130▲ $126,331
Savings and Temporary Cash Investments$358,752$747,630▲ $388,878
Cash and Non-Interest-Bearing Accounts$412,054$581,540▲ $169,486
Land, Buildings, and Equipment, Net$131,778$129,973▼ $1,805
Prepaid Expenses and Deferred Charges$44,605$44,702▲ $97
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-
Total Assets$2,350,292$2,385,245▲ $34,953
Other Assets Total$707,304$59,270▼ $648,034
Liabilities
Accounts Payable and Accrued Expenses$690,396$796,082▲ $105,686
Other Liabilities$275,010$207,971▼ $67,039
Total Liabilities$965,406$1,004,053▲ $38,647
Net Assets / Fund Balance
Unrestricted Net Assets$1,384,886$1,381,192▼ $3,694
Total Net Assets Fund Balance$1,384,886$1,381,192▼ $3,694
Total Liabilities and Net Assets / Fund Balance$2,350,292$2,385,245▲ $34,953

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$129,973$99,840-
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rojane LindkvistTreas/SecFT$124,260$124,260

Board Members and Trustees

NameTitle
Rose Mueller-HansonPresident
Elizabeth MilesVice President
Ann PraterDirector
Otis P HealdDirector
Sharareh MohebbiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$20
Program Service Revenue
$5,905,146
Investment Income
$10,475
Other Revenue
$40,458
All Other Contributions
$20
Change in Net Assets
$-3,694

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,956,099
Total Revenue per Audited Statements
$5,956,099
Total Revenue per Form 990
$5,956,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,310,440
Other Expenses$649,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,347,369$423,982-$3,771,351
Other Employee Benefits$511,748$63,728-$575,476
Pension Plan Contributions$445,724$60,276-$506,000
Payroll Taxes$294,966$38,387-$333,353
Current Officers, Directors, Trustees, and Key Employees$109,349$14,911-$124,260
All Other Expenses$116,667$506-$117,173
Occupancy$111,601--$111,601
Fees for Services Other$21,400$33,713-$55,113
Information Technology$39,114--$39,114
Depreciation Depletion$12,861$21,891-$34,752
Insurance-$29,836-$29,836
Other Expenses$24,794$1,354-$24,794
Fees for Services Accounting-$12,986-$12,986
Fees for Services Legal-$6,840-$6,840
Interest-$64-$64
Total Functional Expenses$5,251,319$708,474$0$5,959,793

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,959,793
Total Expenses per Audited Statements$5,959,793
Total Expenses per Form 990$5,959,793
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Otis HealdDirectorFacility rentNo$111,529

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
Custodial accounts$207,971
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, Line 11B: Form 990 Review Process

“Board reviews Form 990 prior to filing tax return.”

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

“All staff and board receive annually, review and sign Conflict of Interest documents.”

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

“Review and approval of Executive Director's salary is made annually by the board. The ED recuses herself in voting as a result of conflict of interest. Use of data as comparable compensation for similarily qualified persons is used prior to approval.”

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

“Within 30 days of request”

Filing and Contact Details

Filer

EIN
95-3818176
Phone
7607293866

Signing Officer

Name
Rojane Lindkvist
Title
Treas/Sec
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
214

Preparer

Preparer
Keith R Griffiths CPA
Phone
7609408297
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Fiscal Management Services: Provides fiscal management services for children and adults with intellectual/ developmental disabilities. An average of 550 participants received fiscal management services monthly. OTHER PROGRAM SERVICES 5: Respite: Provides respite services for adults and children living in the family home. An average of 7 participants received an average of 12 hours per month of respite services. OTHER PROGRAM SERVICES 6: Social Support Services: Provide intake, assessment and social/recreational referral services for children and adults with intellectual/ developmental disabilities. Less than 4 participants per month received services. OTHER PROGRAM SERVICES 7: Self-determination: Provides employer-of-record and bill payer services for individuals with intellectual/ developmental disabilities who manage their own "Individualized Budgets" under the "California Self-Determination" pilot project. An average of 13 participants received Self-Determination services per month. OTHER PROGRAM SERVICES 8: Day your way: Provides custom tailored day program services for adults with intellectual/developmental disabilities. An average of 34 participants received services per month.”

Raw XML AppendixShowing 400 of 467 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/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0707304
IRS990/OtherAssetsTotalGrp/EOYAmt059270
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt063728
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0511748
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0575476
IRS990/OtherExpensesGrp/Desc0Auto mileage
IRS990/OtherExpensesGrp/Desc1Program and supplies
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Equipment rent
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01354
IRS990/OtherExpensesGrp/ProgramServicesAmt0145677
IRS990/OtherExpensesGrp/ProgramServicesAmt141914
IRS990/OtherExpensesGrp/ProgramServicesAmt228135
IRS990/OtherExpensesGrp/ProgramServicesAmt324794
IRS990/OtherExpensesGrp/TotalAmt0147031
IRS990/OtherExpensesGrp/TotalAmt141914
IRS990/OtherExpensesGrp/TotalAmt228135
IRS990/OtherExpensesGrp/TotalAmt324794
IRS990/OtherLiabilitiesGrp/BOYAmt0275010
IRS990/OtherLiabilitiesGrp/EOYAmt0207971
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt040458
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040458
IRS990/OtherRevenueTotalAmt040458
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0423982
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03347369
IRS990/OtherSalariesAndWagesGrp/TotalAmt03771351
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038387
IRS990/PayrollTaxesGrp/ProgramServicesAmt0294966
IRS990/PayrollTaxesGrp/TotalAmt0333353
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt060276
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0445724
IRS990/PensionPlanContributionsGrp/TotalAmt0506000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044605
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044702
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Program service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05905146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05905146
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Living Services: provides up to 24 hour/7day per week direct service support for adults with development disabilities. The on-going service objective is to enable service recipients to live independantly in their communities or in supported living arrangements in homes of their own. An average of 205 individuals were served on a monthly basis for the current year, with a range of 2 to 730 service hours delivered per individual per month.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02155608
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02424624
IRS990/ProgSrvcAccomActy3Grp/Desc0Fiscal Management Services: Provides fiscal management services for children and adults with intellectual/ developmental disabilities. An average of 550 participants received fiscal management services monthly.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0322207
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0360340
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07679
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02785
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0556857
IRS990/PYProgramServiceRevenueAmt05106611
IRS990/PYRevenuesLessExpensesAmt0165363
IRS990/PYSalariesCompEmpBnftPaidAmt04394855
IRS990/PYTotalExpensesAmt04951712
IRS990/PYTotalRevenueAmt05117075
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3694
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02453139
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0358752
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0747630
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012588
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010475
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05453
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010738
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07428
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05905146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05106611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04824626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04885670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04796023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025518076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02785
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05453
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010738
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07428
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036879
IRS990ScheduleA/InvestmentIncomeCYPct00.00140
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt020902
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt040381
IRS990ScheduleA/OtherIncome509Grp/TotalAmt061283
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99620
IRS990ScheduleA/PublicSupportPY509Pct00.99500
IRS990ScheduleA/PublicSupportTotal509Amt025530664
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05905166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05114292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04825914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04886734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04798558
IRS990ScheduleA/Total509Grp/TotalAmt025530664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05915641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05117077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04831367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04918374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04846367
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025628826
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0129973
IRS990ScheduleD/EquipmentGrp/DepreciationAmt099840
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0229813
IRS990ScheduleD/ExpensesSubtotalAmt05959793
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0207971
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Custodial accounts
IRS990ScheduleD/RevenueSubtotalAmt05956099
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0129973
IRS990ScheduleD/TotalExpensesPerForm990Amt05959793
IRS990ScheduleD/TotalLiabilityAmt0207971
IRS990ScheduleD/TotalRevenuePerForm990Amt05956099
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05956099
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05959793
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Otis Heald
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0111529
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Facility rent
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The organization leases its facility from a Limited Liability company managed and partly owned by one of its board of directors
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Fiscal Management Services: Provides fiscal management services for children and adults with intellectual/ developmental disabilities. An average of 550 participants received fiscal management services monthly. OTHER PROGRAM SERVICES 5: Respite: Provides respite services for adults and children living in the family home. An average of 7 participants received an average of 12 hours per month of respite services. OTHER PROGRAM SERVICES 6: Social Support Services: Provide intake, assessment and social/recreational referral services for children and adults with intellectual/ developmental disabilities. Less than 4 participants per month received services. OTHER PROGRAM SERVICES 7: Self-determination: Provides employer-of-record and bill payer services for individuals with intellectual/ developmental disabilities who manage their own "Individualized Budgets" under the "California Self-Determination" pilot project. An average of 13 participants received Self-Determination services per month. OTHER PROGRAM SERVICES 8: Day your way: Provides custom tailored day program services for adults with intellectual/developmental disabilities. An average of 34 participants received services per month.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board reviews Form 990 prior to filing tax return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All staff and board receive annually, review and sign Conflict of Interest documents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Review and approval of Executive Director's salary is made annually by the board. The ED recuses herself in voting as a result of conflict of interest. Use of data as comparable compensation for similarily qualified persons is used prior to approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Within 30 days of request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,385,245
Liabilities
$1,004,053
Net assets
$1,381,192
Revenue
$5,956,099
Expenses
$5,959,793
Net income
-$3,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.2$5.19$5.04$14.4$12.6$1.75
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.73$3.44$3.29$11.1$11.2$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$3.40$3.32$12.8$12.8$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$1.59$3.30$13.4$13.4$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$2.77$3.30$16.3$14.3$2.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$1.84$1.29$13.7$13.8$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$1.28$1.41$11.1$11.1$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$1.43$1.41$10.7$10.7$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$1.22$1.39$9.38$9.38$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.65$1.26$1.39$7.46$7.46$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.97$1.38$6.60$6.60$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.39$1.00$1.38$5.96$5.96$0.00
2013Summary only. Only limited summary data is available for this year.$2.35$0.97$1.38$5.12$4.95$0.17
2012Summary only. Only limited summary data is available for this year.$2.01$0.79$1.22$4.83$4.84$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.77$1.22$4.92
Peer Organizations

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