Civic Intelligence

Planned Lifetime Assistance Network Ca DBA Proxy Parent Foundation

990 • Fiscal year 2018 • EIN 95-4299110

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profileproxyparentfoundation.org
17602 Seventeenth Street 102-240Tustin, CA 92780

(888) 574-1258

Siviq Scores

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

Liabilities / Assets

50th percentile

0.09x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.30x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

59th percentile

$80,892

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

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

Asset Growth

26th percentile

-4.3%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$1,419,661

Down $63,660 (-4.3%) from 2017

Net Assets

Down

$1,296,452

Down $94,296 (-6.8%) from 2017

Liabilities

Up

$123,209

Up $30,636 (+33%) from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin12th percentile

Revenue

Down

$408,119

Down $112,203 (-22%) from 2017

Expenses

Up

$502,415

Up $131,436 (+35%) from 2017

Net Income

Down

-$94,296

Down $243,639 (-163%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $866,351Liabilities 2011: $49,121Net Assets 2011: $817,2302011Assets 2012: $921,971Liabilities 2012: $56,101Net Assets 2012: $865,8702012Assets 2013: $983,460Liabilities 2013: $64,807Net Assets 2013: $918,6532013Assets 2014: $1,098,107Liabilities 2014: $75,834Net Assets 2014: $1,022,2732014Assets 2015: $1,127,796Liabilities 2015: $74,237Net Assets 2015: $1,053,5592015Assets 2016: $1,338,526Liabilities 2016: $97,121Net Assets 2016: $1,241,4052016Assets 2017: $1,483,321Liabilities 2017: $92,573Net Assets 2017: $1,390,7482017Assets 2018: $1,419,661Liabilities 2018: $123,209Net Assets 2018: $1,296,4522018Assets 2019: $1,403,186Liabilities 2019: $137,912Net Assets 2019: $1,265,2742019Assets 2020: $1,348,415Liabilities 2020: $133,427Net Assets 2020: $1,214,9882020Assets 2021: $1,473,094Liabilities 2021: $122,082Net Assets 2021: $1,351,0122021Assets 2022: $1,926,052Liabilities 2022: $85,512Net Assets 2022: $1,840,5402022Assets 2023: $2,006,553Liabilities 2023: $108,606Net Assets 2023: $1,897,9472023Assets 2024: $2,021,886Liabilities 2024: $101,274Net Assets 2024: $1,920,6122024Assets 2025: $1,952,728Liabilities 2025: $156,363Net Assets 2025: $1,796,3652025

Highlighted filing

2018

Assets$1,419,661
Liabilities$123,209
Net Assets$1,296,452
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $285,732Expenses 2011: $205,849Net Income 2011: $79,8832011Revenue 2012: $296,356Expenses 2012: $247,716Net Income 2012: $48,6402012Revenue 2013: $335,886Expenses 2013: $283,103Net Income 2013: $52,7832013Revenue 2014: $313,191Expenses 2014: $209,571Net Income 2014: $103,6202014Revenue 2015: $356,171Expenses 2015: $324,885Net Income 2015: $31,2862015Revenue 2016: $516,134Expenses 2016: $328,288Net Income 2016: $187,8462016Revenue 2017: $520,322Expenses 2017: $370,979Net Income 2017: $149,3432017Revenue 2018: $408,119Expenses 2018: $502,415Net Income 2018: -$94,2962018Revenue 2019: $469,687Expenses 2019: $500,684Net Income 2019: -$30,9972019Revenue 2020: $342,734Expenses 2020: $378,924Net Income 2020: -$36,1902020Revenue 2021: $499,704Expenses 2021: $377,192Net Income 2021: $122,5122021Revenue 2022: $1,019,035Expenses 2022: $476,379Net Income 2022: $542,6562022Revenue 2023: $603,234Expenses 2023: $528,105Net Income 2023: $75,1292023Revenue 2024: $506,925Expenses 2024: $518,107Net Income 2024: -$11,1822024Revenue 2025: $516,740Expenses 2025: $640,519Net Income 2025: -$123,7792025

Highlighted filing

2018

Revenue$408,119
Expenses$502,415
Net Income-$94,296
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$408,119
Mission and Program Overview

Mission

Program Services for the Mentally Ill and other Disabled Persons

Program services for the mentally ill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$968,410$968,956▲ $546
Cash and Non-Interest-Bearing Accounts$306,588$238,881▼ $67,707
Investments in Publicly Traded Securities$200,000$200,000→ $0
Prepaid Expenses and Deferred Charges-$6,739-
Accounts Receivable$2,220$2,220→ $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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,483,321$1,419,661▼ $63,660
Other Assets Total$6,103$2,865▼ $3,238
Liabilities
Other Liabilities$63,991$92,978▲ $28,987
Accounts Payable and Accrued Expenses$28,582$30,231▲ $1,649
Total Liabilities$92,573$123,209▲ $30,636
Net Assets / Fund Balance
Unrestricted Net Assets$1,157,575$1,063,279▼ $94,296
Temporarily Rstr Net Assets$233,173$233,173→ $0
Total Net Assets Fund Balance$1,390,748$1,296,452▼ $94,296
Total Liabilities and Net Assets / Fund Balance$1,483,321$1,419,661▼ $63,660

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$145,000---$145,000
2016$145,000---$145,000
2015$145,000---$145,000
2014$145,000---$145,000
2013$65,000$80,000--$145,000
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
GARY M CHANGEsqSecretaryPT$80,892$80,892

Board Members and Trustees

NameTitle
Joseph DecarloPresident
Tom StevensVice President
Baron MillerBoard Member
Carla Jacobsboard member
Deborah StarkeyBoard Member
Elizabeth GaltonBoard Member
Kerry Dean KravitzBoard Member
Michael D AntonovichBoard Member
Randall HagarBoard Member
Zane AlsaberyBoard Member
Marvin SouthardMember at Large
Steve PitmanMember at Large
John BuckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$76,879
Program Service Revenue
$318,359
Investment Income
$12,881
Other Revenue
$0
All Other Contributions
$76,879
Change in Net Assets
$-94,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,551
Other Expenses$238,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$131,395$31,690-$163,085
Current Officers, Directors, Trustees, and Key Employees-$80,892-$80,892
Fees for Services Management-$65,000-$65,000
Payroll Taxes$17,032$2,542-$19,574
Fees for Services Accounting-$14,367-$14,367
All Other Expenses$1,611$9,476-$11,087
Other Expenses$89,285$5,605-$5,605
Travel-$4,582-$4,582
Office Expenses-$3,273-$3,273
Insurance-$2,439-$2,439
Total Functional Expenses$239,323$263,092$0$502,415
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
Paygo Deposits$92,978
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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

“The board secretary reviewed and signed the form 990 before filling.”

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

“ANNUAL REVIEW”

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

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network CA
EIN
95-4299110
Phone
8885741258
Address
17602 SEVENTEENTH STREET 102-240, TUSTIN, CA 92780

Signing Officer

Name
GARY M CHANGEsq
Title
Secretary
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
4

Preparer

Firm
Wiegel Szekel and Frisby
Address
500 N St College Blvd Ste 1110, Orange, CA 92868
Preparer
Gabriel Frisby CPA
Phone
7146348757
Raw XML AppendixShowing 400 of 467 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt028582
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030231
IRS990/AccountsReceivableGrp/BOYAmt02220
IRS990/AccountsReceivableGrp/EOYAmt02220
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROGRAM SERVICES FOR THE MENTALLY ILL.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt076879
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09476
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01611
IRS990/AllOtherExpensesGrp/TotalAmt011087
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PLANNED LIFETIME ASSISTANCE
IRS990/BooksInCareOfDetail/PhoneNum08885741258
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017602 SEVENTEENTH STREET 102-240
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0306588
IRS990/CashNonInterestBearingGrp/EOYAmt0238881
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt080892
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt080892
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076879
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012881
IRS990/CYOtherExpensesAmt0238864
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0318359
IRS990/CYRevenuesLessExpensesAmt0-94296
IRS990/CYSalariesCompEmpBnftPaidAmt0263551
IRS990/CYTotalExpensesAmt0502415
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0408119
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED SERVICES FOR MENTALLY ILL CLIENTS AND ALSO SERVED AS A TRUSTEE TO A MASTER POOLED SPECIAL NEEDS TRUST.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0239323
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014367
IRS990/FeesForServicesAccountingGrp/TotalAmt014367
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt065000
IRS990/FeesForServicesManagementGrp/TotalAmt065000
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0KERRY DEAN KRAVITZ
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael D Antonovich
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBORAH STARKEY
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLA JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH GALTON
IRS990/Form990PartVIISectionAGrp/PersonNm5BARON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm6ZANE ALSABERY
IRS990/Form990PartVIISectionAGrp/PersonNm7RANDALL HAGAR
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE PITMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9JOSEPH DECARLO
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm11MARVIN SOUTHARD
IRS990/Form990PartVIISectionAGrp/PersonNm12GARY M CHANGEsq
IRS990/Form990PartVIISectionAGrp/PersonNm13TOM STEVENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1280892
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3board member
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0408119
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02439
IRS990/InsuranceGrp/TotalAmt02439
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt012881
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012881
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0200000
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0200000
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROGRAM SERVICES FOR THE MENTALLY ILL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01390748
IRS990/NetAssetsOrFundBalancesEOYAmt01296452
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03273
IRS990/OfficeExpensesGrp/TotalAmt03273
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt06103
IRS990/OtherAssetsTotalGrp/EOYAmt02865
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PAYGO PSS SERVICES
IRS990/OtherExpensesGrp/Desc1LEGAL/PROFESSIONAL
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16526
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25605
IRS990/OtherExpensesGrp/ProgramServicesAmt089285
IRS990/OtherExpensesGrp/TotalAmt089285
IRS990/OtherExpensesGrp/TotalAmt136700
IRS990/OtherExpensesGrp/TotalAmt26526
IRS990/OtherExpensesGrp/TotalAmt35605
IRS990/OtherLiabilitiesGrp/BOYAmt063991
IRS990/OtherLiabilitiesGrp/EOYAmt092978
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt031690
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0131395
IRS990/OtherSalariesAndWagesGrp/TotalAmt0163085
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02542
IRS990/PayrollTaxesGrp/ProgramServicesAmt017032
IRS990/PayrollTaxesGrp/TotalAmt019574
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06739
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PAYG and Trustee Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0318359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0318359
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt043161
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05901
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0206911
IRS990/PYProgramServiceRevenueAmt0471260
IRS990/PYRevenuesLessExpensesAmt0149343
IRS990/PYSalariesCompEmpBnftPaidAmt0164068
IRS990/PYTotalExpensesAmt0370979
IRS990/PYTotalRevenueAmt0520322
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-94296
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0318359
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0968410
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0968956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0395238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0483862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0509464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0348387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0322829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02059780
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06670
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07784
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09618
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042854
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97960
IRS990ScheduleA/PublicSupportPY170Pct00.98090
IRS990ScheduleA/PublicSupportTotal170Amt02059780
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0395238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0483862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0509464
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0348387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0322829
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02059780
IRS990ScheduleA/TotalSupportAmt02102654
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0145000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0145000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0145000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0145000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0145000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0145000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0145000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0145000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt065000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt080000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0145000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt092978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYGO DEPOSITS
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalLiabilityAmt092978
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD SECRETARY REVIEWED AND SIGNED THE FORM 990 BEFORE FILLING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,419,661
Liabilities
$123,209
Net assets
$1,296,452
Revenue
$408,119
Expenses
$502,415
Net income
-$94,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.95$0.16$1.80$0.52$0.64$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.10$1.92$0.51$0.52$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.11$1.90$0.60$0.53$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.09$1.84$1.02$0.48$0.54
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.12$1.35$0.50$0.38$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.13$1.21$0.34$0.38$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.14$1.27$0.47$0.50$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.12$1.30$0.41$0.50$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.09$1.39$0.52$0.37$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.10$1.24$0.52$0.33$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.07$1.05$0.36$0.32$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.08$1.02$0.31$0.21$0.10
2013Summary only. Only limited summary data is available for this year.$0.98$0.06$0.92$0.34$0.28$0.05
2012Summary only. Only limited summary data is available for this year.$0.92$0.06$0.87$0.30$0.25$0.05
2011Summary only. Only limited summary data is available for this year.$0.87$0.05$0.82$0.29$0.21$0.08