Civic Intelligence

Pacific Living Alternatives

990 • Fiscal year 2021 • EIN 95-4253163

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

13130 Burbank BlvdSherman Oaks, CA 91401

(818) 781-0360

Siviq Scores

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

Liabilities / Assets

97th percentile

1.81x

Higher debt load relative to assets than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

8.00x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

100th percentile

$410,732

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 461.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-11%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$393,437

Down $4,917 (-1.2%) from 2020

Net Assets

Down

-$319,199

Down $11,036 (-3.6%) from 2020

Liabilities

Up

$712,636

Up $6,119 (+0.9%) from 2020

Revenue

Down

$89,045

Down $11,519 (-11%) from 2020

Expenses

Down

$100,081

Down $21,103 (-17%) from 2020

Net Income

Up

-$11,036

Up $9,584 (+46%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $554,579Liabilities 2010: $601,880Net Assets 2010: -$47,3012010Assets 2011: $550,910Liabilities 2011: $635,919Net Assets 2011: -$85,0092011Assets 2012: $523,526Liabilities 2012: $650,836Net Assets 2012: -$127,3102012Assets 2013: $532,486Liabilities 2013: $689,821Net Assets 2013: -$157,3352013Assets 2014: $493,320Liabilities 2014: $661,102Net Assets 2014: -$167,7822014Assets 2015: $500,742Liabilities 2015: $694,658Net Assets 2015: -$193,9162015Assets 2016: $479,131Liabilities 2016: $703,651Net Assets 2016: -$224,5202016Assets 2017: $434,643Liabilities 2017: $677,441Net Assets 2017: -$242,7982017Assets 2018: $415,005Liabilities 2018: $687,617Net Assets 2018: -$272,6122018Assets 2019: $406,977Liabilities 2019: $694,520Net Assets 2019: -$287,5432019Assets 2020: $398,354Liabilities 2020: $706,517Net Assets 2020: -$308,1632020Assets 2021: $393,437Liabilities 2021: $712,636Net Assets 2021: -$319,1992021Assets 2022: $395,801Liabilities 2022: $718,738Net Assets 2022: -$322,9372022Assets 2023: $407,872Liabilities 2023: $726,636Net Assets 2023: -$318,7642023

Highlighted filing

2021

Assets$393,437
Liabilities$712,636
Net Assets-$319,199

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $89,6432010Expenses 2011: $90,7712011Expenses 2012: $101,2422012Expenses 2013: $91,4882013Revenue 2014: $74,542Expenses 2014: $84,989Net Income 2014: -$10,4472014Revenue 2015: $73,580Expenses 2015: $99,714Net Income 2015: -$26,1342015Revenue 2016: $72,177Expenses 2016: $102,781Net Income 2016: -$30,6042016Revenue 2017: $87,906Expenses 2017: $106,184Net Income 2017: -$18,2782017Revenue 2018: $91,673Expenses 2018: $121,487Net Income 2018: -$29,8142018Revenue 2019: $82,243Expenses 2019: $97,174Net Income 2019: -$14,9312019Revenue 2020: $100,564Expenses 2020: $121,184Net Income 2020: -$20,6202020Revenue 2021: $89,045Expenses 2021: $100,081Net Income 2021: -$11,0362021Revenue 2022: $92,687Expenses 2022: $96,425Net Income 2022: -$3,7382022Revenue 2023: $94,766Expenses 2023: $90,593Net Income 2023: $4,1732023

Highlighted filing

2021

Revenue$89,045
Expenses$100,081
Net Income-$11,036
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$89,045
Mission and Program Overview

Mission

See From 990, Part III, Line 4a

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$355,326$347,492▼ $7,834
Savings and Temporary Cash Investments$34,457$37,604▲ $3,147
Accounts Receivable-$395-
Cash and Non-Interest-Bearing Accounts-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$398,354$393,437▼ $4,917
Other Assets Total$8,571$7,946▼ $625
Liabilities
Mortgage Notes Payable Secured by Investment Property$436,265$443,523▲ $7,258
Other Liabilities$248,401$248,401→ $0
Accounts Payable and Accrued Expenses$21,851$20,712▼ $1,139
Total Liabilities$706,517$712,636▲ $6,119
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-308,163$-319,199▼ $11,036
Total Net Assets Fund Balance$-308,163$-319,199▼ $11,036
Total Liabilities and Net Assets / Fund Balance$398,354$393,437▼ $4,917

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$524,503$524,503
Land$325,623-$325,623
Leasehold Improvements$21,869$14,602$36,471
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gary H CarmonaChairman
Barbara Firestone PhDPresident & CEO
Meyer BerkVice President
David Firestone DDSDirector
Jack HerschornDirector
Susan Berman PhDDirector
Gerald RosenblattSecretary/Treas
Michael LoveSr. VP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$89,041
Program Service Revenue
$0
Investment Income
$4
Other Revenue
$0
Change in Net Assets
$-11,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$89,045
Total Revenue per Audited Statements
$89,045
Total Revenue per Form 990
$89,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$58,245$11,253-$69,498
Fees for Services Accounting-$12,121-$12,121
Depreciation Depletion$8,458--$8,458
Interest$7,258--$7,258
Insurance$2,238--$2,238
Other Expenses$50--$50
Total Functional Expenses$76,707$23,374$0$100,081

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$100,081
Total Expenses per Audited Statements$100,081
Total Expenses per Form 990$100,081
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
Due to Affiliates$248,401
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 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Barbara Firestone, Ph.D.David Firestone, D.D.S.Husband and Wife

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 Review comprises a multi step process:1)review by the organization's outside independent CPA firm,2)review by the Sr. VP -Finance,3)Review by President & CEO,4) review and approval by the CFO. The Form 990 is made available to the Board of Directors prior to filing.

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

Each Officer, Director, or Key Employee is required to complete and submit a disclosure annually.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 is available on www.guidestar.org.

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

These documents are made available to the public upon request.

Form 990, Part VI, Line 15 - Policies

This entity does not pay compensation, however related entities have the necessary compensation policies in place.

Form 990, Part VII, Section A, Line 1A

"Reportable Compensation from Related Organizations"(Part VII, Section A, Line 1a) for the CEO and COO reflects compensation from all related organizations listed in Schedule R and based on an overall 50+ hour average work week."Reportable Compensation from Related Organizations"(Part VII, Section A, Line 1a):Dr. Susan Berman has a 457(F) retirement plan. Included on Dr. Bermans 2020 W-2 was $144,468 which was her accumulated vested benefit. Michael Love has a 457(F) retirement plan. Included on Mr. Loves 2020 W-2 was $76,741 which was his accumulated vested benefit.

Filing and Contact Details

Filer

Filer Name
Pacific Living Alternatives
EIN
95-4253163
Phone
8187810360
Address
13130 Burbank Blvd, Sherman Oaks, CA 91401

Signing Officer

Name
Michael Love
Title
Sr. V.P. of Finance
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Firestone PhD
Formed
1990
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
SingerLewak
Address
10960 Wilshire Blvd 7th Floor, Los Angeles, CA 90024
Preparer
Lior Temkin CPA
Phone
3104773924
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Pacific Living Alternatives and its affiliates are exempt from federal income and excise taxes and California franchise taxes as an organization described under Section 501( c)(3) of the Internal Revenue Code and related state codes. However, Pacific Living Alternatives is subject to income taxes on any net income that is derived from a trade or business, regularly carried on and not in the furtherance of the purpose for which it was granted exemption. No income tax provision has been recorded as the net income, if any, from any unrelated trade or business, in the opinion of management, is not material to the combined financial statements taken as a whole. Pacific Living Alternatives recognizes the impact of tax positions on the financial statements in accordance with FASB ASC Topic No. 740, "Accounting for Uncertainty in Income Taxes." ASC Topic No. 740 ("ASC 740") clarifies the uncertainty in income taxes recognized in an enterprise's financial statement in accordance with FASB Statements No. 109, "Accounting for Income Taxes,X and prescribes a recognition and measurement of a tax position taken or expected to be taken in a tax return. ASC 740 also provides guidance on de-recognition of tax benefits, classification on the balance sheet, interest and penalties, disclosure and transition. During the years ended June 30, 2021 and 2020, Pacific Living Alternatives performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which may have an effect on its tax-exempt status.

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IRS990/OtherExpensesGrp/ProgramServicesAmt150
IRS990/OtherExpensesGrp/TotalAmt0458
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0248401
IRS990/OtherLiabilitiesGrp/EOYAmt0248401
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Barbara Firestone PhD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0100553
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0121184
IRS990/PYRevenuesLessExpensesAmt0-20620
IRS990/PYTotalExpensesAmt0121184
IRS990/PYTotalRevenueAmt0100564
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-11036
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt089041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt087893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0451384
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0451384
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100553
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt087893
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0451384
IRS990ScheduleA/TotalSupportAmt0451431
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0524503
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0524503
IRS990ScheduleD/ExpensesSubtotalAmt0100081
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0325623
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0325623
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021869
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt014602
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt036471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0248401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliates
IRS990ScheduleD/RevenueSubtotalAmt089045
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Pacific Living Alternatives and its affiliates are exempt from federal income and excise taxes and California franchise taxes as an organization described under Section 501( c)(3) of the Internal Revenue Code and related state codes. However, Pacific Living Alternatives is subject to income taxes on any net income that is derived from a trade or business, regularly carried on and not in the furtherance of the purpose for which it was granted exemption. No income tax provision has been recorded as the net income, if any, from any unrelated trade or business, in the opinion of management, is not material to the combined financial statements taken as a whole. Pacific Living Alternatives recognizes the impact of tax positions on the financial statements in accordance with FASB ASC Topic No. 740, "Accounting for Uncertainty in Income Taxes." ASC Topic No. 740 ("ASC 740") clarifies the uncertainty in income taxes recognized in an enterprise's financial statement in accordance with FASB Statements No. 109, "Accounting for Income Taxes,X and prescribes a recognition and measurement of a tax position taken or expected to be taken in a tax return. ASC 740 also provides guidance on de-recognition of tax benefits, classification on the balance sheet, interest and penalties, disclosure and transition. During the years ended June 30, 2021 and 2020, Pacific Living Alternatives performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which may have an effect on its tax-exempt status.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0347492
IRS990ScheduleD/TotalExpensesPerForm990Amt0100081
IRS990ScheduleD/TotalLiabilityAmt0248401
IRS990ScheduleD/TotalRevenuePerForm990Amt089045
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt089045
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0100081
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0257305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1233214
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2211108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt040198
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt113718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt255156
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt076741
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1144468
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Barbara Firestone PhD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Michael Love
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Susan Berman PhD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Sr. VP Finance
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0297503
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1323673
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2410732
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART II, LINE 1B, (iii) Dr. Susan Berman has a 457(F) retirement plan. Included on Dr. Bermans 2020 W-2 was $144,468 which was her accumulated vested benefit. Michael Love has a 457(F) retirement plan. Included on Mr. Loves 2020 W-2 was $76,741 which was his accumulated vested benefit.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Compensation from Unrelated Organizations
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Barbara Firestone, Ph.D.David Firestone, D.D.S.Husband and Wife
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 Review comprises a multi step process:1)review by the organization's outside independent CPA firm,2)review by the Sr. VP -Finance,3)Review by President & CEO,4) review and approval by the CFO. The Form 990 is made available to the Board of Directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each Officer, Director, or Key Employee is required to complete and submit a disclosure annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is available on www.guidestar.org.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4These documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5This entity does not pay compensation, however related entities have the necessary compensation policies in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6"Reportable Compensation from Related Organizations"(Part VII, Section A, Line 1a) for the CEO and COO reflects compensation from all related organizations listed in Schedule R and based on an overall 50+ hour average work week."Reportable Compensation from Related Organizations"(Part VII, Section A, Line 1a):Dr. Susan Berman has a 457(F) retirement plan. Included on Dr. Bermans 2020 W-2 was $144,468 which was her accumulated vested benefit. Michael Love has a 457(F) retirement plan. Included on Mr. Loves 2020 W-2 was $76,741 which was his accumulated vested benefit.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
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 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15 - Policies
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VII, Section A, Line 1a
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Help Group Child and Family Center
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1New School for Child Development
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Project Six
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3New Opportunities for Living
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4Summit View School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5The Help Group West
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952226790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1953295132
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2953674639
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3954253162

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.08$7.27$3.19$0.95$0.91$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$7.19$3.23$0.93$0.96$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.93$7.13$3.19$0.89$1.00$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$7.07$3.08$1.01$1.21$0.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$6.95$2.88$0.82$0.97$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$6.88$2.73$0.92$1.21$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$6.77$2.43$0.88$1.06$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.79$7.04$2.25$0.72$1.03$0.31
2015Detailed filing. Detailed filing data is available for this year.$5.01$6.95$1.94$0.74$1.00$0.26
2014Summary only. Only limited summary data is available for this year.$4.93$6.61$1.68$0.75$0.85$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$6.90$1.57$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$6.51$1.27$1.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$6.36$0.85$0.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$6.02$0.47$0.90