Civic Intelligence

Planned Lifetime Assistance Network Ca DBA Proxy Parent Foundation

990 • Fiscal year 2024 • EIN 95-4299110

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

Organization Profileproxyparentfoundation.org
15243 La Cruz Drive 889Pacific Palisades, CA 90272

(714) 997-3310

Siviq Scores

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

Liabilities / Assets

48th percentile

0.05x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.20x

Higher debt load relative to revenue than 66% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

33rd percentile

-2.2%

Higher net margin than 33% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$139,138

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 27.4% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.8%

Faster asset growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$2,021,886

Up $15,333 (+0.8%) from 2023

Net Assets

Up

$1,920,612

Up $22,665 (+1.2%) from 2023

Liabilities

Down

$101,274

Down $7,332 (-6.8%) from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin33rd percentile

Revenue

Down

$506,925

Down $96,309 (-16%) from 2023

Expenses

Down

$518,107

Down $9,998 (-1.9%) from 2023

Net Income

Down

-$11,182

Down $86,311 (-115%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2024

Assets$2,021,886
Liabilities$101,274
Net Assets$1,920,612
Open 2024 Filing

Operations Trend

Revenue Growth17th 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

2024

Revenue$506,925
Expenses$518,107
Net Income-$11,182
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$710,246
Mission and Program Overview

Mission

Program Services for the Mentally Ill and other Disabled Persons

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$453,835$1,545,016▲ $1,091,181
Cash and Non-Interest-Bearing Accounts$226,657$234,050▲ $7,393
Savings and Temporary Cash Investments$1,254,209$172,623▼ $1,081,586
Accounts Receivable$61,606$59,407▼ $2,199
Prepaid Expenses and Deferred Charges$10,246$7,259▼ $2,987
Receivables From Officers Etc-$3,531-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$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$2,006,553$2,021,886▲ $15,333
Other Assets Total-$0-
Liabilities
Other Liabilities$76,769$70,282▼ $6,487
Accounts Payable and Accrued Expenses$31,837$30,992▼ $845
Total Liabilities$108,606$101,274▼ $7,332
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,177,329$1,177,329→ $0
Net Assets Without Donor Restrictions$720,618$743,283▲ $22,665
Total Net Assets Fund Balance$1,897,947$1,920,612▲ $22,665
Total Liabilities and Net Assets / Fund Balance$2,006,553$2,021,886▲ $15,333

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$145,000---$145,000
2022$145,000---$145,000
2021$145,000---$145,000
2020$145,000---$145,000
2019$145,000---$145,000
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bruce LewittSecretaryFT$139,138$139,138

Board Members and Trustees

NameTitle
Joseph DecarloPresident
Marvin SouthardVice President
Sheree LoweVice President
Thomas D StevensVice President
Baron MillerBoard Member
Elizabeth GaltonBoard Member
GARY M CHANGEsqBoard Member
Jennifer WellensteinBoard member
John BuckBoard Member
Kerry Dean KravitzBoard Member
Randall HagarBoard Member
Armida Colmenares-StaffordBoard members
Naomi LeviClinical Dir,
Steve PitmanMember at Large
Deborah StarkeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,263
Program Service Revenue
$285,546
Investment Income
$63,116
Other Revenue
$0
All Other Contributions
$158,263
Change in Net Assets
$-11,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$289,364
Other Expenses$228,593
Grants and Similar Amounts Paid$150
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$139,138-$139,138
Other Salaries and Wages-$128,556-$128,556
Fees for Services Management-$85,000-$85,000
Payroll Taxes-$21,670-$21,670
Fees for Services Accounting-$12,545-$12,545
Insurance-$8,453-$8,453
Other Expenses$88,303$5,154-$5,154
All Other Expenses$336$4,780-$5,116
Office Expenses-$4,068-$4,068
Travel-$177-$177
Grants to Domestic Orgs$150--$150
Total Functional Expenses$88,789$429,318$0$518,107
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 Officers, Directors, Trustees, and Key Employees-$3,531-
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paygo Deposits$70,281
Rounding$1
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, Section B, Line 11B

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

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

“ANNUAL REVIEW”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network CA
EIN
95-4299110
Phone
7149973310
Address
15243 La Cruz Drive 889, Pacific Palisades, CA 90272

Signing Officer

Name
Bruce Lewitt
Title
Managing Director
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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
Raw XML AppendixShowing 400 of 498 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/BOYAmt031837
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030992
IRS990/AccountsReceivableGrp/BOYAmt061606
IRS990/AccountsReceivableGrp/EOYAmt059407
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Program Services for the Mentally Ill and other Disabled Persons
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0158263
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04780
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0336
IRS990/AllOtherExpensesGrp/TotalAmt05116
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PLANNED LIFETIME ASSISTANCE
IRS990/BooksInCareOfDetail/PhoneNum08885741258
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015243 La Cruz Drive 889
IRS990/BooksInCareOfDetail/USAddress/CityNm0Pacific Palisades
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090272
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0226657
IRS990/CashNonInterestBearingGrp/EOYAmt0234050
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0139138
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0139138
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0158263
IRS990/CYGrantsAndSimilarPaidAmt0150
IRS990/CYInvestmentIncomeAmt063116
IRS990/CYOtherExpensesAmt0228593
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0285546
IRS990/CYRevenuesLessExpensesAmt0-11182
IRS990/CYSalariesCompEmpBnftPaidAmt0289364
IRS990/CYTotalExpensesAmt0518107
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0506925
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/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01177329
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01177329
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt088789
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012545
IRS990/FeesForServicesAccountingGrp/TotalAmt012545
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt085000
IRS990/FeesForServicesManagementGrp/TotalAmt085000
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/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
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/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE LEWITT
IRS990/Form990PartVIISectionAGrp/PersonNm1KERRY DEAN KRAVITZ
IRS990/Form990PartVIISectionAGrp/PersonNm2SHEREE LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE PITMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm5NAOMI LEVI
IRS990/Form990PartVIISectionAGrp/PersonNm6ELIZABETH GALTON
IRS990/Form990PartVIISectionAGrp/PersonNm7Armida Colmenares-Stafford
IRS990/Form990PartVIISectionAGrp/PersonNm8BARON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm9Jennifer Wellenstein
IRS990/Form990PartVIISectionAGrp/PersonNm10GARY M CHANGEsq
IRS990/Form990PartVIISectionAGrp/PersonNm11RANDALL HAGAR
IRS990/Form990PartVIISectionAGrp/PersonNm12DEBORAH STARKEY
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSEPH DECARLO
IRS990/Form990PartVIISectionAGrp/PersonNm14MARVIN SOUTHARD
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS D STEVENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0139138
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Clinical Dir,
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board members
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-24985
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0150
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0150
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0178336
IRS990/GrossReceiptsAmt0710246
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt08453
IRS990/InsuranceGrp/TotalAmt08453
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt088101
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt088101
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0453835
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01545016
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0203321
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Program Services for the Mentally Ill and other Disabled Persons
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01897947
IRS990/NetAssetsOrFundBalancesEOYAmt01920612
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-24985
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-24985
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt033847
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0720618
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0743283
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04068
IRS990/OfficeExpensesGrp/TotalAmt04068
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PAYGO PSS SERVICES
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3STORAGE RENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010980
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18797
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25154
IRS990/OtherExpensesGrp/ProgramServicesAmt088303
IRS990/OtherExpensesGrp/TotalAmt088303
IRS990/OtherExpensesGrp/TotalAmt110980
IRS990/OtherExpensesGrp/TotalAmt28797
IRS990/OtherExpensesGrp/TotalAmt35154
IRS990/OtherLiabilitiesGrp/BOYAmt076769
IRS990/OtherLiabilitiesGrp/EOYAmt070282
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0128556
IRS990/OtherSalariesAndWagesGrp/TotalAmt0128556
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021670
IRS990/PayrollTaxesGrp/TotalAmt021670
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010246
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07259
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PAYG and Trustee Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0285546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0285546
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0242070
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt062028
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0230470
IRS990/PYProgramServiceRevenueAmt0299136
IRS990/PYRevenuesLessExpensesAmt075129
IRS990/PYSalariesCompEmpBnftPaidAmt0297135
IRS990/PYTotalExpensesAmt0528105
IRS990/PYTotalRevenueAmt0603234
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt03531
IRS990/ReconcilationRevenueExpnssAmt0-11182
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0285546
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01254209
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0172623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0443809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0541206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0989715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0483398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0327475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02785603
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt088101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015259
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0212530
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92910
IRS990ScheduleA/PublicSupportPY170Pct00.95010
IRS990ScheduleA/PublicSupportTotal170Amt02785603
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0443809
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0541206
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0989715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0483398
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0327475
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02785603
IRS990ScheduleA/TotalSupportAmt02998133
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,021,886
Liabilities
$101,274
Net assets
$1,920,612
Revenue
$506,925
Expenses
$518,107
Net income
-$11,182
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $1M-$5M nonprofits