Civic Intelligence

The Als Association Golden West Chapter

990 • Fiscal year 2017 • EIN 95-4163338

Feb 01, 2016 to Jan 31, 2017 • Filed on Nov 30, 2017

PO Box 565Agoura Hills, CA 91376-0565

(818) 865-8067

Siviq Scores

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

Liabilities / Assets

48th percentile

0.14x

Higher debt load relative to assets than 48% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.18x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

18th percentile

-9.3%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

90th percentile

$336,178

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

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

Asset Growth

12th percentile

-6.8%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

40th percentile

1.5%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Flat

$5,618,168

Flat from 2017

Net Assets

Flat

$4,818,481

Flat from 2017

Liabilities

Flat

$799,687

Flat from 2017

Revenue

Flat

$4,347,261

Flat from 2017

Expenses

Flat

$4,752,423

Flat from 2017

Net Income

Flat

-$405,162

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $2,230,923Liabilities 2011: $394,692Net Assets 2011: $1,836,2312011Assets 2012: $2,487,741Liabilities 2012: $351,179Net Assets 2012: $2,136,5622012Assets 2013: $2,529,176Liabilities 2013: $427,406Net Assets 2013: $2,101,7702013Assets 2014: $2,605,122Liabilities 2014: $328,477Net Assets 2014: $2,276,6452014Assets 2015: $5,846,387Liabilities 2015: $432,838Net Assets 2015: $5,413,5492015Assets 2016: $6,029,170Liabilities 2016: $805,527Net Assets 2016: $5,223,6432016Assets 2017: $5,618,168Liabilities 2017: $799,687Net Assets 2017: $4,818,4812017Assets 2017: $5,618,168Liabilities 2017: $799,687Net Assets 2017: $4,818,4812017Assets 2018: $6,810,093Liabilities 2018: $1,136,360Net Assets 2018: $5,673,7332018Assets 2019: $6,725,318Liabilities 2019: $849,653Net Assets 2019: $5,875,6652019Assets 2020: $8,737,826Liabilities 2020: $636,435Net Assets 2020: $8,101,3912020Assets 2021: $11,034,948Liabilities 2021: $1,593,225Net Assets 2021: $9,441,7232021Assets 2022: $12,004,045Liabilities 2022: $1,367,007Net Assets 2022: $10,637,0382022Assets 2023: $13,316,104Liabilities 2023: $1,645,251Net Assets 2023: $11,670,8532023Assets 2024: $14,303,880Liabilities 2024: $1,140,171Net Assets 2024: $13,163,7092024Assets 2025: $16,358,915Liabilities 2025: $1,737,662Net Assets 2025: $14,621,2532025

Highlighted filing

2017

Assets$5,618,168
Liabilities$799,687
Net Assets$4,818,481

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,590,685Expenses 2011: $2,049,031Net Income 2011: $541,6542011Revenue 2012: $3,936,158Expenses 2012: $3,636,530Net Income 2012: $299,6282012Revenue 2013: $3,016,156Expenses 2013: $3,050,948Net Income 2013: -$34,7922013Revenue 2014: $3,459,762Expenses 2014: $3,284,440Net Income 2014: $175,3222014Revenue 2015: $7,824,741Expenses 2015: $4,687,642Net Income 2015: $3,137,0992015Revenue 2016: $4,283,172Expenses 2016: $4,471,943Net Income 2016: -$188,7712016Revenue 2017: $4,347,261Expenses 2017: $4,752,423Net Income 2017: -$405,1622017Revenue 2017: $4,347,261Expenses 2017: $4,752,423Net Income 2017: -$405,1622017Revenue 2018: $5,993,512Expenses 2018: $5,137,690Net Income 2018: $855,8222018Revenue 2019: $7,527,033Expenses 2019: $7,324,816Net Income 2019: $202,2172019Revenue 2020: $10,440,477Expenses 2020: $8,189,174Net Income 2020: $2,251,3032020Revenue 2021: $8,808,987Expenses 2021: $7,468,707Net Income 2021: $1,340,2802021Revenue 2022: $10,468,130Expenses 2022: $9,276,654Net Income 2022: $1,191,4762022Revenue 2023: $10,245,280Expenses 2023: $9,211,692Net Income 2023: $1,033,5882023Revenue 2024: $11,542,650Expenses 2024: $10,071,625Net Income 2024: $1,471,0252024Revenue 2025: $13,483,377Expenses 2025: $11,968,729Net Income 2025: $1,514,6482025

Highlighted filing

2017

Revenue$4,347,261
Expenses$4,752,423
Net Income-$405,162
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Nov 30, 2017
Return Version
2016v3.0
Gross Receipts
$4,833,535
Mission and Program Overview

Mission

Leading the fight to treat and cure ALS through global research and nationwide advocacy while also empowering people with ALS and their families to live fuller lives by providing them with compassionate care and support. The Golden West Chapter supports people living with ALS and their loved ones in 31 counties throughout California and the entire state of Hawaii.

The ALS Association Golden West Chapter is dedicated to leading the fight to cure and treat ALS through global research and nationwide advocacy while also empowering people with Lou's Gehrig's disease and their families to live fuller lives by providing them with compassionate care and support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,653,145$3,068,771▼ $1,584,374
Savings and Temporary Cash Investments$988,265$1,858,941▲ $870,676
Pledges and Grants Receivable$184,969$581,146▲ $396,177
Prepaid Expenses and Deferred Charges$39,664$52,584▲ $12,920
Accounts Receivable$114,277$39,049▼ $75,228
Investments in Publicly Traded Securities$31,392$569▼ $30,823
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$6,029,170$5,618,168▼ $411,002
Other Assets Total$17,458$17,108▼ $350
Liabilities
Accounts Payable and Accrued Expenses$805,527$799,687▼ $5,840
Total Liabilities$805,527$799,687▼ $5,840
Net Assets / Fund Balance
Unrestricted Net Assets$3,178,934$2,678,352▼ $500,582
Temporarily Rstr Net Assets$2,044,709$2,140,129▲ $95,420
Total Net Assets Fund Balance$5,223,643$4,818,481▼ $405,162
Total Liabilities and Net Assets / Fund Balance$6,029,170$5,618,168▼ $411,002

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$36,306$36,306
Other Land Buildings$0$23,625$23,625

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2012$357,842--$357,842-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred B FisherPresident/CEOFT$325,944$10,234$336,178
Cherryl GoldsteinVP of DevelopmentFT$119,033-$119,033
Jon GarfinkelVP of Program ServicesFT$102,307-$102,307

Board Members and Trustees

NameTitle
Patricia SchimborBoard Gov. Chair
Philip P ThomasChair
Susan MorrisVice-Chair
Cameron C WardBoard Member
David W CraggBoard Member
Debra DeyanBoard Member
Gary GalerneBoard Member
Jan MeduskyBoard Member
John P KraveBoard Member
Julianne AngelBoard Member
Linda DellaBoard Member
Michael McWilliamsBoard Member
Robert Miller MDBoard Member
Russell RyleeBoard Member
Ryan RandallBoard Member
Susan TanzmanBoard Member
Tigran PatpatyanBoard Member
Kenneth ConnerMember at Large
Jared GillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,345,250
Program Service Revenue
$0
Investment Income
$643
Other Revenue
$1,368
All Other Contributions
$3,469,983
Change in Net Assets
$-405,162

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,347,261
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$23,801
Total Revenue per Audited Statements
$4,371,062
Total Revenue per Form 990
$4,347,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,476,119
Other Expenses$2,261,304
Total Fundraising Expense$616,920
Professional Fundraising Fees$15,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,329,737$191,616$281,773$1,803,126
Current Officers, Directors, Trustees, and Key Employees$319,650-$17,039$336,689
Travel$169,214$19,778$30,766$219,758
Other Expenses$179,766$28,478$44,298$179,766
Office Expenses$136,818$15,063$23,432$175,313
Occupancy$133,649$15,621$22,300$171,570
Payroll Taxes$125,989$16,578$23,208$165,775
Conferences and Meetings$117,459$13,729$21,356$152,544
Other Employee Benefits$116,183$11,396$20,800$148,379
All Other Expenses$72,670$20,739$12,581$105,990
Fees for Services Lobbying$48,000--$48,000
Fees for Services Other$23,352-$12,348$35,700
Pension Plan Contributions$15,053$3,260$3,837$22,150
Insurance$11,656$1,362$2,119$15,137
Fees for Services Professional Fundraising--$15,000$15,000
Fees for Services Accounting$4,844$8,906-$13,750
Advertising$1,905--$1,905
Total Functional Expenses$3,733,651$401,852$616,920$4,752,423

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,776,224
Expenses per Audited Statements$4,752,423
Total Expenses per Form 990$4,752,423
Expenses Not Reported on Form 990$23,801
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$486,274
Fundraising Gross Income$486,274
Professional Fundraising Fees$15,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
One Starry Night$1,070,996$311,109$140,427$170,682
Champions for Care$290,545$175,165$102,527$72,638
Total Events$1,361,541$486,274$486,274$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Prior to filing and upon completion of the audit field work, a draft of the financial statements and Form 990 is presented to the board at the first board meeting following the audit.

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

Each new hire is required to complete a conflict of interest document. On an annual basis each employee and board member is required to sign an updated form.

Form 990, Part VI, Section B, line 15

The executive committee of the board determines the compensation for the President/CEO. Compensation for officers and key employees of the organization are determined through the annual budget process and are approved by the President/CEO and the governing board. All salaries are researched through comparable non-profit data.

Form 990, Part VI, Section C, line 19

The Chapter provides access to its audited financial statements and Form 990 through its website. Chapter financials can also be viewed on the Charity Navigator website. Our financial statements and public copy of the Form 990 can be viewed on the Dept. of Registry Trusts website.

Filing and Contact Details

Filer

Filer Name
The ALS Association Golden West Chapter
EIN
95-4163338
Phone
8188658067
Address
PO Box 565, Agoura Hills, CA 91376-0565

Signing Officer

Name
Fred B Fisher
Title
President, CEO
Phone
8188658067
Signed
2017-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred B Fisher
Formed
1991
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
43
Volunteers
19

Preparer

Firm
Harrington Group CPAs LLP
Address
234 East Colorado Blvd Suite M150, Pasadena, CA 91101
Preparer
Sean E Cain CPA
Phone
6264036801
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

ALSA-GWC is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by ALSA-GWC in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. ALSA-GWC's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.

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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/PersonNm2Jared Gill
IRS990/Form990PartVIISectionAGrp/PersonNm3Patricia Schimbor
IRS990/Form990PartVIISectionAGrp/PersonNm4Julianne Angel
IRS990/Form990PartVIISectionAGrp/PersonNm5Kenneth Conner
IRS990/Form990PartVIISectionAGrp/PersonNm6David W Cragg
IRS990/Form990PartVIISectionAGrp/PersonNm7Linda Della
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IRS990/Form990PartVIISectionAGrp/PersonNm20Cherryl Goldstein
IRS990/Form990PartVIISectionAGrp/PersonNm21Jon Garfinkel
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Gov. Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member at Large
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/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP of Program Services
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0Leading the fight to treat and cure ALS through global research and nationwide advocacy while also empowering people with Lou Gehrig's Disease and their families to live fuller lives by providing them with compassionate care and support.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0148379
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IRS990/OtherExpensesGrp/Desc3Clinic programs
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IRS990/OtherExpensesGrp/FundraisingAmt144298
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IRS990/PrincipalOfficerNm0Fred B Fisher
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IRS990/ProgSrvcAccomActy2Grp/Desc0Walks to Defeat ALS -Community-outreach events including our signature event - the Walk to Defeat ALS - are an opportunity to bring hope and sense of community to ALS patients and their families. By coming together to share their stories, patients and their families as well as those who have lost loved ones to ALS find strength and support with one another. Walks to Defeat ALS create an environment of empowerment where families and friends of ALS patients are given an opportunity to affect public policy by signing petitions that are sent to members of congress representing their districts. Walks also bring awareness to local communities of those fighting Lou Gehrig's disease and of the support available to them through The ALS Association Golden West Chapter.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0606198
IRS990/ProgSrvcAccomActy3Grp/Desc0National ALS Association -As one of 40 chapters affiliated with the National ALS Association, The Golden West Chapter provides ongoing financial support to the National ALS Association to support federal public policy initiatives to improve the lives of patients and families living with ALS as well as global cutting-edge research projects in search of ALS treatments and cures.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0589267
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Awareness/Public Policy -The Golden West Chapter's Public Policy and Leadership Development program is intended to increase understanding, education and awareness of the devastating impact of Lou Gehrig's Disease and the role that The ALS Association plays in achieving the three core components of our mission; Care Services for patients and families, global Research for treatments and a cure and important Public Policy initiatives. Through these efforts, we engage volunteers in the communities we serve and give them the opportunity to participate in advancing the activity of the organization and the achievement of our mission priorities. This program also encompasses the California ALS Research Summit, an annual gathering of researchers, investigators, clinicians, biotech companies, government representatives and patient advocates in ALS and related fields in the State of California. The purpose of the Summit is to help increase, expedite and promote the amount and level of amyotrophic lateral sclerosis and related research done in California; and to foster networking, collaboration and cooperation among investigators, their peers and their colleagues to identify, develop and deliver new and effective treatments, ideas and, ultimately, a cure.
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IRS990/PYOtherExpensesAmt02260374
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04345250

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$1.74$14.6$13.5$12.0$1.51
2024Summary only. Only limited summary data is available for this year.$14.3$1.14$13.2$11.5$10.1$1.47
2023Summary only. Only limited summary data is available for this year.$13.3$1.65$11.7$10.2$9.21$1.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$1.37$10.6$10.5$9.28$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$1.59$9.44$8.81$7.47$1.34
2020Summary only. Only limited summary data is available for this year.$8.74$0.64$8.10$10.4$8.19$2.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.85$5.88$7.53$7.32$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$1.14$5.67$5.99$5.14$0.86
2017Detailed filing. Detailed filing data is available for this year.$5.62$0.80$4.82$4.35$4.75$0.41
2017Summary only. Only limited summary data is available for this year.$5.62$0.80$4.82$4.35$4.75$0.41
2016Detailed filing. Detailed filing data is available for this year.$6.03$0.81$5.22$4.28$4.47$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.43$5.41$7.82$4.69$3.14
2014Summary only. Only limited summary data is available for this year.$2.61$0.33$2.28$3.46$3.28$0.18
2013Summary only. Only limited summary data is available for this year.$2.53$0.43$2.10$3.02$3.05$0.03
2012Summary only. Only limited summary data is available for this year.$2.49$0.35$2.14$3.94$3.64$0.30
2011Summary only. Only limited summary data is available for this year.$2.23$0.39$1.84$2.59$2.05$0.54