Civic Intelligence

Planned Lifetime Assistance Network Ca DBA Proxy Parent Foundation

990 • Fiscal year 2020 • EIN 95-4299110

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

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

0.10x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.39x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

70th percentile

$102,222

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

18th percentile

-3.9%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$1,348,415

Down $54,771 (-3.9%) from 2019

Net Assets

Down

$1,214,988

Down $50,286 (-4.0%) from 2019

Liabilities

Down

$133,427

Down $4,485 (-3.3%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin22nd percentile

Revenue

Down

$342,734

Down $126,953 (-27%) from 2019

Expenses

Down

$378,924

Down $121,760 (-24%) from 2019

Net Income

Down

-$36,190

Down $5,193 (-17%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2020

Assets$1,348,415
Liabilities$133,427
Net Assets$1,214,988
Open 2020 Filing

Operations Trend

Revenue Growth18th 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

2020

Revenue$342,734
Expenses$378,924
Net Income-$36,190
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$342,734
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$871,177$832,893▼ $38,284
Cash and Non-Interest-Bearing Accounts$279,172$257,998▼ $21,174
Investments in Publicly Traded Securities$199,819$200,723▲ $904
Accounts Receivable$42,890$47,370▲ $4,480
Prepaid Expenses and Deferred Charges$10,128$9,431▼ $697
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$1,403,186$1,348,415▼ $54,771
Other Assets Total-$0-
Liabilities
Other Liabilities$112,995$111,163▼ $1,832
Accounts Payable and Accrued Expenses$24,917$22,264▼ $2,653
Total Liabilities$137,912$133,427▼ $4,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$696,945$637,659▼ $59,286
Net Assets With Donor Restrictions$568,329$577,329▲ $9,000
Total Net Assets Fund Balance$1,265,274$1,214,988▼ $50,286
Total Liabilities and Net Assets / Fund Balance$1,403,186$1,348,415▼ $54,771

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$145,000---$145,000
2018$145,000---$145,000
2017$145,000---$145,000
2016$145,000---$145,000
2015$145,000---$145,000
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bruce LewittSecretaryFT$102,222$102,222

Board Members and Trustees

NameTitle
Joseph DecarloPresident
Marvin SouthardVice President
Thomas D StevensVice President
Baron MillerBoard Member
Carla Jacobsboard member
Elizabeth GaltonBoard Member
GARY M CHANGEsqBoard Member
John BuckBoard Member
Kerry Dean KravitzBoard Member
Randall HagarBoard Member
Sheree LoweBoard members
Steve PitmanMember at Large
Deborah StarkeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,143
Program Service Revenue
$267,332
Investment Income
$15,259
Other Revenue
$0
All Other Contributions
$60,143
Change in Net Assets
$-36,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,075
Salaries, Compensation, and Employee Benefits$158,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$102,222-$102,222
Fees for Services Management-$65,000-$65,000
Other Salaries and Wages-$41,293-$41,293
Fees for Services Legal-$16,703-$16,703
Payroll Taxes$9,952$3,902-$13,854
Fees for Services Accounting-$11,839-$11,839
Insurance-$9,583-$9,583
All Other Expenses-$6,452-$6,452
Fees for Services Other-$5,142-$5,142
Other Expenses$78,218$4,367-$4,367
Office Expenses-$3,142-$3,142
Advertising-$3,096-$3,096
Other Employee Benefits-$1,480-$1,480
Total Functional Expenses$88,170$290,754$0$378,924
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$87,163
Ppp Loan$24,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
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
Bruce Lewitt
Title
Secretary
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
5

Preparer

Firm
Wiegel Szekel and Frisby
Address
500 N St College Blvd Ste 1110, Orange, CA 92868
Preparer
Gabriel Frisby CPA
Phone
7146348757
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Board Restricted Assets = $10000”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“paycheck protection program funds received = -$24000”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Permanently restrict net assets = -$1000”

Raw XML AppendixShowing 400 of 486 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.

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IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt09583
IRS990/InsuranceGrp/TotalAmt09583
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015259
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015259
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0199819
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0200723
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
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/NetAssetsOrFundBalancesBOYAmt01265274
IRS990/NetAssetsOrFundBalancesEOYAmt01214988
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0904
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0696945
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0637659
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03142
IRS990/OfficeExpensesGrp/TotalAmt03142
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-15000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01480
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01480
IRS990/OtherExpensesGrp/Desc0PAYGO PSS SERVICES
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09652
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16881
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24367
IRS990/OtherExpensesGrp/ProgramServicesAmt078218
IRS990/OtherExpensesGrp/TotalAmt078218
IRS990/OtherExpensesGrp/TotalAmt19652
IRS990/OtherExpensesGrp/TotalAmt26881
IRS990/OtherExpensesGrp/TotalAmt34367
IRS990/OtherLiabilitiesGrp/BOYAmt0112995
IRS990/OtherLiabilitiesGrp/EOYAmt0111163
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041293
IRS990/OtherSalariesAndWagesGrp/TotalAmt041293
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03902
IRS990/PayrollTaxesGrp/ProgramServicesAmt09952
IRS990/PayrollTaxesGrp/TotalAmt013854
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010128
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09431
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PAYG and Trustee Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0267332
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0267332
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120404
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt022122
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0225592
IRS990/PYProgramServiceRevenueAmt0327161
IRS990/PYRevenuesLessExpensesAmt0-30997
IRS990/PYSalariesCompEmpBnftPaidAmt0274592
IRS990/PYTotalExpensesAmt0500684
IRS990/PYTotalRevenueAmt0469687
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-36190
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0267332
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0871177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0832893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0327475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0447565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0395238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0483862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0509464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02163604
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015259
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06670
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt062833
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97180
IRS990ScheduleA/PublicSupportPY170Pct00.97530
IRS990ScheduleA/PublicSupportTotal170Amt02163604
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0327475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0447565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0395238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0483862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0509464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02163604
IRS990ScheduleA/TotalSupportAmt02226437
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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/BeginningYearBalanceAmt0145000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0145000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt087163
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYGO DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP LOAN
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalLiabilityAmt0111163
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0TURNING POINT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Support Services

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,348,415
Liabilities
$133,427
Net assets
$1,214,988
Revenue
$342,734
Expenses
$378,924
Net income
-$36,190
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