Civic Intelligence

Community Housing Options Integrated Community Employment & Social Services

990 • Fiscal year 2018 • EIN 95-4248751

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

348 E Foothill BlvdArcadia, CA 91006

(626) 369-3300

Siviq Scores

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

Liabilities / Assets

79th percentile

0.46x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

27th percentile

-5.3%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$127,891

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

5th percentile

-26%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

4.2%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$615,912

Down $216,849 (-26%) from 2017

Net Assets

Down

$332,991

Down $224,942 (-40%) from 2017

Liabilities

Up

$282,921

Up $8,093 (+2.9%) from 2017

Revenue

Up

$4,454,964

Up $179,218 (+4.2%) from 2017

Expenses

Up

$4,690,291

Up $484,456 (+12%) from 2017

Net Income

Down

-$235,327

Down $305,238 (-437%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $715,066Liabilities 2010: $165,238Net Assets 2010: $549,8282010Assets 2011: $755,643Liabilities 2011: $158,857Net Assets 2011: $596,7862011Assets 2012: $711,371Liabilities 2012: $138,012Net Assets 2012: $573,3592012Assets 2013: $705,131Liabilities 2013: $126,166Net Assets 2013: $578,9652013Assets 2014: $677,475Liabilities 2014: $153,865Net Assets 2014: $523,6102014Assets 2015: $658,079Liabilities 2015: $154,777Net Assets 2015: $503,3022015Assets 2016: $687,904Liabilities 2016: $210,267Net Assets 2016: $477,6372016Assets 2017: $832,761Liabilities 2017: $274,828Net Assets 2017: $557,9332017Assets 2018: $615,912Liabilities 2018: $282,921Net Assets 2018: $332,9912018Assets 2019: $573,490Liabilities 2019: $354,595Net Assets 2019: $218,8952019Assets 2020: $1,225,330Liabilities 2020: $405,972Net Assets 2020: $819,3582020Assets 2021: $1,320,275Liabilities 2021: $443,561Net Assets 2021: $876,7142021Assets 2022: $976,515Liabilities 2022: $228,986Net Assets 2022: $747,5292022Assets 2023: $1,083,821Liabilities 2023: $203,673Net Assets 2023: $880,1482023Assets 2024: $1,154,298Liabilities 2024: $402,733Net Assets 2024: $751,5652024

Highlighted filing

2018

Assets$615,912
Liabilities$282,921
Net Assets$332,991

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,811,7492010Expenses 2011: $1,822,6302011Expenses 2012: $1,885,3242012Revenue 2013: $1,865,012Expenses 2013: $1,859,406Net Income 2013: $5,6062013Revenue 2014: $1,923,024Expenses 2014: $1,978,379Net Income 2014: -$55,3552014Revenue 2015: $2,439,736Expenses 2015: $2,460,044Net Income 2015: -$20,3082015Revenue 2016: $3,125,408Expenses 2016: $3,167,364Net Income 2016: -$41,9562016Revenue 2017: $4,275,746Expenses 2017: $4,205,835Net Income 2017: $69,9112017Revenue 2018: $4,454,964Expenses 2018: $4,690,291Net Income 2018: -$235,3272018Revenue 2019: $4,352,386Expenses 2019: $4,466,482Net Income 2019: -$114,0962019Revenue 2020: $4,340,448Expenses 2020: $3,922,500Net Income 2020: $417,9482020Revenue 2021: $3,743,023Expenses 2021: $3,577,170Net Income 2021: $165,8532021Revenue 2022: $3,642,679Expenses 2022: $3,707,283Net Income 2022: -$64,6042022Revenue 2023: $4,287,844Expenses 2023: $4,150,857Net Income 2023: $136,9872023Revenue 2024: $4,447,592Expenses 2024: $4,376,196Net Income 2024: $71,3962024

Highlighted filing

2018

Revenue$4,454,964
Expenses$4,690,291
Net Income-$235,327
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$4,454,964
Mission and Program Overview

Mission

Provide Independent Living Services for persons with developmental disabilities who want to live, work and socialize in the community. Including housing, assistance in entering the workforce, shopping, adult education and other community access needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$430,474$354,019▼ $76,455
Cash and Non-Interest-Bearing Accounts$296,504$169,618▼ $126,886
Savings and Temporary Cash Investments$81,159$70,774▼ $10,385
Other Notes and Loans Receivable, Net$12,323$11,068▼ $1,255
Prepaid Expenses and Deferred Charges$11,186$7,988▼ $3,198
Land, Buildings, and Equipment, Net$1,113$445▼ $668
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$832,761$615,912▼ $216,849
Other Assets Total$2$2,000▲ $1,998
Liabilities
Accounts Payable and Accrued Expenses$274,828$282,920▲ $8,092
Other Liabilities-$1-
Total Liabilities$274,828$282,921▲ $8,093
Net Assets / Fund Balance
Unrestricted Net Assets$547,548$322,606▼ $224,942
Permanently Rstr Net Assets$10,385$10,385→ $0
Total Net Assets Fund Balance$557,933$332,991▼ $224,942
Total Liabilities and Net Assets / Fund Balance$832,761$615,912▼ $216,849

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$439$83,709$84,148
Other Land Buildings$6$27,122$27,128
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph A DonofrioExecutive DirectorFT$125,326$2,565$127,891
Sarah PeeryAssociate DirectorFT$92,392$542$92,934
Lynn BassoBookkeeperFT$70,226$38$70,264
Leslie BurrolaComm. SpecialistFT$67,491$633$68,124
Orly L PerezCoordinatorFT$65,371$38$65,409

Board Members and Trustees

NameTitle
Dawn ColmanPresident
Mary McCuneBoard Member
Scott ShepardExecutive Director
Debbie RogersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,454,655
Program Service Revenue
$0
Investment Income
$309
Other Revenue
$0
All Other Contributions
$4,454,655
Change in Net Assets
$-235,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,245,952
Other Expenses$444,339
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,346,951$52,055-$3,399,006
Other Employee Benefits$424,295$27,083-$451,378
Payroll Taxes$254,027$16,215-$270,242
Current Officers, Directors, Trustees, and Key Employees-$125,326-$125,326
Travel$76,882--$76,882
All Other Expenses$55,241--$55,241
Occupancy$26,425$18,091-$44,516
Office Expenses$16,840$16,840-$33,680
Fees for Services Accounting-$30,057-$30,057
Other Expenses$22,525--$22,525
Insurance$15,351$5,117-$20,468
Depreciation Depletion-$668-$668
Interest$131$8-$139
Total Functional Expenses$4,398,831$291,460$0$4,690,291
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

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
Rounding$1
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, Line 11B: Form 990 Review Process

Reviewed and approved by the executive committee of the board of directors

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

Monitored and reviewed annually by the board of directors

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

Reviewed and approved by the executive committee of the board of directors

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Reviewed and approved by the executive committee of the board of directors

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

Policies & procedures, information returns and financial statments will be made available within 10 days of receiving a written request for information at the primary location in arcadia, ca

Filing and Contact Details

Filer

Filer Name
Community Housing Options Integrated
EIN
95-4248751
Phone
6263693300
Address
348 E Foothill Blvd, Arcadia, CA 91006

Signing Officer

Name
Joseph Donofrio
Title
Executive Director
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
395
Volunteers
2

Preparer

Firm
Gentile Mccloskey and Co
Address
128 E Palm Ave Ste 100, Monrovia, CA 91016
Preparer
Julie L Gentile CPA
Phone
6262569090
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - FORM 990,PART III, LINE ASTATEMENT ACommunity Housing Options: Integrated Community, Employment and Social Services, Inc.("CHOICESS" or the "Organization") was founded in 1988 through a San Gabriel/Pomona Regional Center Program Development Fund Grant. The grant allowed CHOICESS to provide individualized, long-term support services to enable developmentally disabled individuals to live in homes of their choices, work in profitable jobs, develop friendships and participate in community activities. CHOICESS was the first Supported Living Services agency in the state of California funded by a regional center. CHOICESS provides services in Pasadena, Arcadia and Whittier in Los Angeles County, and Upland in San Bernardino County. It works regularly with three regional centers: San Gabriel/Pomona, Eastern Los Angeles, and Lanterman, and over the years has worked with a number of other regional centers. CHOICESS currently supports 47 people with a wide range of developmental disabilities, many of whom also have additional challenges in their lives including mental illness and/or health issues.CHOICESS is committed to a philosophy of self-determination. The Organization encourages individuals to express their own preferences to reach their own goals. Support services include job placement and training, independent living skills (e.g., banking and shopping), access to community resources (e.g., community colleges and recreational centers), transportation and counseling. Supported Living Services are provided in the morning, afternoon, evening and on weekends. The services provided for each individual are determined by a detailed needs assessment conducted by CHOICESS staff, in conjunction with the regional center service coordinators.In all cases, individuals are involved in setting their own objectives and expected outcomes during the assessment/evaluation stage, and continue to be involved throughout their time in the program. As each individual's situation is unique, outcomes differ from person to person. Once measurable objectives are set, progress toward their attainment is monitored through a reporting process. In general, outcomes for individuals choosing to live outside congregate settings result in improving their quality of life through community participation and involvement, the formation of relationships and friendships and the enjoyable use of leisure time. CHOICESS operates with a "zero reject" policy and provides services to anyone as long as funding is available. Support ranges from a few hours a month to 24 hours a day, depending on the individual's needs and desires. Individuals supported by CHOICESS are able to live in a variety of settings (house, apartment, mobile home or condominium), living arrangements (with one or more roommates or attendants, a child, a parent, a spouse or significant other) and lifestyles (being a full-time parent, caring for an elderly/ill parent, attending college, working in or out of home). Prior to receiving support services from CHOICESS, most of the individuals lived with their parents or in institutions and group homes.Since CHOICESS provides a wide range of services, it actively recruits staff with expertise in many areas including positive behavioral support, alternative communication strategies, supported employment, personal futures planning, instructional and community resource development and other areas as dictated by the needs of its clientele. By utilizing staff with a variety of backgrounds, and a commitment to ongoing training, CHOICESS is able to offer a wide range of quality support services.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - FORM 990,PART III, LINE ASTATEMENT ACommunity Housing Options: Integrated Community, Employment and Social Services, Inc.("CHOICESS" or the "Organization") was founded in 1988 through a San Gabriel/Pomona Regional Center Program Development Fund Grant. The grant allowed CHOICESS to provide individualized, long-term support services to enable developmentally disabled individuals to live in homes of their choices, work in profitable jobs, develop friendships and participate in community activities. CHOICESS was the first Supported Living Services agency in the state of California funded by a regional center. CHOICESS provides services in Pasadena, Arcadia and Whittier in Los Angeles County, and Upland in San Bernardino County. It works regularly with three regional centers: San Gabriel/Pomona, Eastern Los Angeles, and Lanterman, and over the years has worked with a number of other regional centers. CHOICESS currently supports 47 people with a wide range of developmental disabilities, many of whom also have additional challenges in their lives including mental illness and/or health issues.CHOICESS is committed to a philosophy of self-determination. The Organization encourages individuals to express their own preferences to reach their own goals. Support services include job placement and training, independent living skills (e.g., banking and shopping), access to community resources (e.g., community colleges and recreational centers), transportation and counseling. Supported Living Services are provided in the morning, afternoon, evening and on weekends. The services provided for each individual are determined by a detailed needs assessment conducted by CHOICESS staff, in conjunction with the regional center service coordinators.In all cases, individuals are involved in setting their own objectives and expected outcomes during the assessment/evaluation stage, and continue to be involved throughout their time in the program. As each individual's situation is unique, outcomes differ from person to person. Once measurable objectives are set, progress toward their attainment is monitored through a reporting process. In general, outcomes for individuals choosing to live outside congregate settings result in improving their quality of life through community participation and involvement, the formation of relationships and friendships and the enjoyable use of leisure time. CHOICESS operates with a "zero reject" policy and provides services to anyone as long as funding is available. Support ranges from a few hours a month to 24 hours a day, depending on the individual's needs and desires. Individuals supported by CHOICESS are able to live in a variety of settings (house, apartment, mobile home or condominium), living arrangements (with one or more roommates or attendants, a child, a parent, a spouse or significant other) and lifestyles (being a full-time parent, caring for an elderly/ill parent, attending college, working in or out of home). Prior to receiving support services from CHOICESS, most of the individuals lived with their parents or in institutions and group homes.Since CHOICESS provides a wide range of services, it actively recruits staff with expertise in many areas including positive behavioral support, alternative communication strategies, supported employment, personal futures planning, instructional and community resource development and other areas as dictated by the needs of its clientele. By utilizing staff with a variety of backgrounds, and a commitment to ongoing training, CHOICESS is able to offer a wide range of quality support services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORED AND REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POLICIES & PROCEDURES, INFORMATION RETURNS AND FINANCIAL STATMENTS WILL BE MADE AVAILABLE WITHIN 10 DAYS OF RECEIVING A WRITTEN REQUEST FOR INFORMATION AT THE PRIMARY LOCATION IN ARCADIA, CA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
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 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.40$0.75$4.45$4.38$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.20$0.88$4.29$4.15$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.23$0.75$3.64$3.71$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.44$0.88$3.74$3.58$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.41$0.82$4.34$3.92$0.42
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.35$0.22$4.35$4.47$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.28$0.33$4.45$4.69$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.27$0.56$4.28$4.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.21$0.48$3.13$3.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.15$0.50$2.44$2.46$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.15$0.52$1.92$1.98$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.13$0.58$1.87$1.86$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.14$0.57$1.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.16$0.60$1.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.17$0.55$1.81