Civic Intelligence

Community Interface Services

990 • Fiscal year 2015 • EIN 95-3818176

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 22, 2016

Organization Profilewww.communityinterfaceservices.org

View Organization Page

2621 Roosevelt StreetCarlsbad, CA 92008

(760) 729-3866

Siviq Scores

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

Liabilities / Assets

69th percentile

0.41x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.15x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

38th percentile

0.0%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

40th percentile

-1.2%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$2,357,467

Down $27,778 (-1.2%) from 2014

Net Assets

Up

$1,384,423

Up $3,231 (+0.2%) from 2014

Liabilities

Down

$973,044

Down $31,009 (-3.1%) from 2014

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin38th percentile

Revenue

Up

$6,600,272

Up $644,173 (+11%) from 2014

Expenses

Up

$6,597,041

Up $637,248 (+11%) from 2014

Net Income

Up

$3,231

Up $6,925 (+187%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2015

Assets$2,357,467
Liabilities$973,044
Net Assets$1,384,423
Open 2015 Filing

Operations Trend

Revenue Growth67th 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

2015

Revenue$6,600,272
Expenses$6,597,041
Net Income$3,231
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$6,600,272
Mission and Program Overview

Mission

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, day programs, and related services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$822,130$853,542▲ $31,412
Savings and Temporary Cash Investments$747,630$0▼ $747,630
Cash and Non-Interest-Bearing Accounts$581,540$733,811▲ $152,271
Land, Buildings, and Equipment, Net$129,973$98,834▼ $31,139
Prepaid Expenses and Deferred Charges$44,702$33,901▼ $10,801
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$2,385,245$2,357,467▼ $27,778
Other Assets Total$59,270$637,379▲ $578,109
Liabilities
Accounts Payable and Accrued Expenses$796,082$718,900▼ $77,182
Other Liabilities$207,971$254,144▲ $46,173
Total Liabilities$1,004,053$973,044▼ $31,009
Net Assets / Fund Balance
Unrestricted Net Assets$1,381,192$1,384,423▲ $3,231
Total Net Assets Fund Balance$1,381,192$1,384,423▲ $3,231
Total Liabilities and Net Assets / Fund Balance$2,385,245$2,357,467▼ $27,778

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$98,834$112,759-
Other Assets Org$85,406--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Rojane LindkvistTreas/SecFT$127,797$127,797

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,599,031
Investment Income
$2,681
Other Revenue
$-1,440
Change in Net Assets
$3,231

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,600,272
Total Revenue per Audited Statements
$6,600,272
Total Revenue per Form 990
$6,600,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,825,735
Other Expenses$771,306
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,853,960$460,868-$4,314,828
Other Employee Benefits$1,230,725$152,385-$1,383,110
Current Officers, Directors, Trustees, and Key Employees$112,461$15,336-$127,797
All Other Expenses$113,521$518-$114,039
Occupancy$113,668--$113,668
Fees for Services Other$74,387--$74,387
Fees for Services Accounting-$62,036-$62,036
Depreciation Depletion$13,630$26,399-$40,029
Insurance-$29,189-$29,189
Other Expenses$27,071$2,279-$27,071
Interest-$283-$283
Total Functional Expenses$5,847,748$749,293$0$6,597,041

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,597,041
Total Expenses per Audited Statements$6,597,041
Total Expenses per Form 990$6,597,041
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-

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$254,144
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
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

“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

Filer Name
Community Interface Services
EIN
95-3818176
Phone
7607293866
Address
2621 Roosevelt Street, Carlsbad, CA 92008

Signing Officer

Name
Rojane Lindkvist
Title
Treas/Sec
Signed
2016-01-22
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
245

Preparer

Firm
Griffiths & Assoc CPAs APC
Address
931 Anza Avenue Suite A, Vista, CA 92084
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 725 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 14 participants received an average of 153 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 6 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 10 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 79 participants received services per month.”

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IRS990/OtherLiabilitiesGrp/BOYAmt0207971
IRS990/OtherLiabilitiesGrp/EOYAmt0254144
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-1440
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-1440
IRS990/OtherRevenueTotalAmt0-1440
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0460868
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03853960
IRS990/OtherSalariesAndWagesGrp/TotalAmt04314828
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044702
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033901
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Program service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06599031
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06599031
IRS990/ProgSrvcAccomActy2Grp/Desc0Vocational Services: Provides a day program service for adults with development disabilities. The on-going service objective is to facilitate participation in a day program of meaningful activities, to include voluntary work and pre-vocational and community skill building and to provide on-the-job support to individuals competitively employed. An average of 202 individuals were served on a monthly basis for the current year, in day programs operated at varying hours per day, seven days per week.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02133050
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02406846
IRS990/ProgSrvcAccomActy3Grp/Desc0Day your way: Provides custom tailored day program services for adults with intellectual/developmental disabilities. An average of 79 participants received services per month.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0516339
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0582675
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010475
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0649353
IRS990/PYOtherRevenueAmt040458
IRS990/PYProgramServiceRevenueAmt05905146
IRS990/PYRevenuesLessExpensesAmt0-3694
IRS990/PYSalariesCompEmpBnftPaidAmt05310440
IRS990/PYTotalExpensesAmt05959793
IRS990/PYTotalRevenueAmt05956099
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03231
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02850093
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0747630
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010053
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02681
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010475
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05453
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010738
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06599031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05905146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05106611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04824626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04885670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027321084
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02681
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02785
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05453
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010738
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032132
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt020902
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020902
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt027331137
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06599031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05905166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05114292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04825914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04886734
IRS990ScheduleA/Total509Grp/TotalAmt027331137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06601712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05915641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05117077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04831367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04918374
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027384171
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt098834
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0112759
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0211593
IRS990ScheduleD/ExpensesSubtotalAmt06597041
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02098
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1549875
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt285406
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposits
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Investments in cds
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Other current assets
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Other receivable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0254144
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Custodial accounts
IRS990ScheduleD/RevenueSubtotalAmt06600272
IRS990ScheduleD/TotalBookValueLandBuildingsAmt098834
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0637379
IRS990ScheduleD/TotalExpensesPerForm990Amt06597041
IRS990ScheduleD/TotalLiabilityAmt0254144
IRS990ScheduleD/TotalRevenuePerForm990Amt06600272
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06600272
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06597041
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Otis Heald
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Facility rent
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0For the period July 1, 2014- Dec 31, 2014, the organization leased its facility from a Limited Liability company managed and partly owned by one of its board of directors, who is no longer a board member.
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 725 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 14 participants received an average of 153 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 6 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 10 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 79 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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02385245
IRS990/TotalAssetsEOYAmt02357467
IRS990/TotalAssetsGrp/BOYAmt02385245
IRS990/TotalAssetsGrp/EOYAmt02357467
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt0245
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0749293
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05847748

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,357,467
Liabilities
$973,044
Net assets
$1,384,423
Revenue
$6,600,272
Expenses
$6,597,041
Net income
$3,231
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