Civic Intelligence

Summit View School

990 • Fiscal year 2020 • EIN 95-4557774

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization Profilewww.thehelpgroup.org
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

38th percentile

0.08x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.10x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

42nd percentile

1.4%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

45th percentile

4.4%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-9.9%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$8,578,501

Up $364,881 (+4.4%) from 2019

Net Assets

Up

$7,872,697

Up $99,547 (+1.3%) from 2019

Liabilities

Up

$705,804

Up $265,334 (+60%) from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin42nd percentile

Revenue

Down

$7,137,461

Down $785,372 (-9.9%) from 2019

Expenses

Down

$7,037,914

Down $602,181 (-7.9%) from 2019

Net Income

Down

$99,547

Down $183,191 (-65%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$10M$5.0M$0Assets 2010: $6,801,615Liabilities 2010: $1,013,749Net Assets 2010: $5,787,8662010Assets 2011: $6,722,288Liabilities 2011: $913,596Net Assets 2011: $5,808,6922011Assets 2012: $6,467,461Liabilities 2012: $628,675Net Assets 2012: $5,838,7862012Assets 2013: $6,360,714Liabilities 2013: $379,434Net Assets 2013: $5,981,2802013Assets 2014: $6,592,331Liabilities 2014: $361,299Net Assets 2014: $6,231,0322014Assets 2015: $6,669,005Liabilities 2015: $329,974Net Assets 2015: $6,339,0312015Assets 2016: $7,098,476Liabilities 2016: $725,587Net Assets 2016: $6,372,8892016Assets 2017: $7,197,789Liabilities 2017: $494,788Net Assets 2017: $6,703,0012017Assets 2018: $7,959,227Liabilities 2018: $468,815Net Assets 2018: $7,490,4122018Assets 2019: $8,213,620Liabilities 2019: $440,470Net Assets 2019: $7,773,1502019Assets 2020: $8,578,501Liabilities 2020: $705,804Net Assets 2020: $7,872,6972020Assets 2021: $9,274,688Liabilities 2021: $639,617Net Assets 2021: $8,635,0712021Assets 2022: $8,647,076Liabilities 2022: $441,753Net Assets 2022: $8,205,3232022Assets 2023: $8,749,546Liabilities 2023: $440,857Net Assets 2023: $8,308,6892023Assets 2024: $8,973,559Liabilities 2024: $403,596Net Assets 2024: $8,569,9632024

Highlighted filing

2020

Assets$8,578,501
Liabilities$705,804
Net Assets$7,872,697
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,998,0492010Expenses 2011: $5,126,3132011Expenses 2012: $5,093,1052012Expenses 2013: $5,161,8942013Revenue 2014: $5,404,180Expenses 2014: $5,154,428Net Income 2014: $249,7522014Revenue 2015: $4,803,703Expenses 2015: $4,695,704Net Income 2015: $107,9992015Revenue 2016: $6,440,601Expenses 2016: $6,406,743Net Income 2016: $33,8582016Revenue 2017: $7,087,004Expenses 2017: $6,756,892Net Income 2017: $330,1122017Revenue 2018: $7,659,640Expenses 2018: $6,872,229Net Income 2018: $787,4112018Revenue 2019: $7,922,833Expenses 2019: $7,640,095Net Income 2019: $282,7382019Revenue 2020: $7,137,461Expenses 2020: $7,037,914Net Income 2020: $99,5472020Revenue 2021: $6,220,858Expenses 2021: $5,458,484Net Income 2021: $762,3742021Revenue 2022: $6,294,506Expenses 2022: $6,724,254Net Income 2022: -$429,7482022Revenue 2023: $6,554,820Expenses 2023: $6,451,454Net Income 2023: $103,3662023Revenue 2024: $6,667,111Expenses 2024: $6,405,837Net Income 2024: $261,2742024

Highlighted filing

2020

Revenue$7,137,461
Expenses$7,037,914
Net Income$99,547
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.0
Gross Receipts
$7,147,122
Mission and Program Overview

Mission

See Form 990, Part III, Line 4a

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,949,199$3,114,551▲ $165,352
Accounts Receivable$1,570,461$1,548,132▼ $22,329
Savings and Temporary Cash Investments$2,303,887$841,633▼ $1,462,254
Prepaid Expenses and Deferred Charges$48,378$24,241▼ $24,137
Cash and Non-Interest-Bearing Accounts$775$975▲ $200
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-
Total Assets$8,213,620$8,578,501▲ $364,881
Other Assets Total$1,340,920$3,048,969▲ $1,708,049
Liabilities
Deferred Revenue$45,813$381,638▲ $335,825
Accounts Payable and Accrued Expenses$394,657$324,166▼ $70,491
Total Liabilities$440,470$705,804▲ $265,334
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,773,150$7,872,697▲ $99,547
Total Net Assets Fund Balance$7,773,150$7,872,697▲ $99,547
Total Liabilities and Net Assets / Fund Balance$8,213,620$8,578,501▲ $364,881

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$872,158$4,167,910$5,040,068
Land$1,475,489-$1,475,489
Leasehold Improvements$719,993$123,033$843,026
Other Land Buildings$46,911$122,385$169,296
Other Assets Org$3,048,969--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keri Borzello MPAHead of SchoolPT$72,592$76,892$149,484
Susan Berman PhDExec. VP/COOPT$18,563$3,938$34,667
Barbara Firestone PhDPresident & CEOPT$22,543$8,956$25,395
Michael LoveSr. VP of Finan-$16,332$1,097$23,533
Diane Flannery PhDVP of Program-$14,644$13,852$16,330
Jason Bolton PhDVP of Admissions-$14,196$1,635$15,831
Elena Brewer MBAVP of HR & Prog.-$13,860$5$13,865
Edna Ramos BSCController-$13,566$87$13,653

Board Members and Trustees

NameTitle
Gary H CarmonaBoard Chairman
Barry N NagoshinerCPAVice Chair
David Firestone DDSDirector
Ken SolomonDirector
Perry KatzDirector
Richard M ZelleDirector
Robert DormanDirector
Susan BerkDirector
Joy MonkarshSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Administrative ServicesTransportation2129 W Rosecrans Ave, Gardena, CA 90249$719,231
Lang Roofing IncRoofing5901 Clara Street, Bell Gardens, CA 90201$388,165
Citywide TransportationTransportation14540 Victory Blvd, Van Nuys, CA 91411$169,175
Revenue and Support

Revenue Composition

Contributions and Grants
$242,127
Program Service Revenue
$6,902,734
Investment Income
$27,935
Other Revenue
$-35,335
All Other Contributions
$114,245
Change in Net Assets
$99,547

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,183,638
Revenue Not Reported on Financial Statements
$-46,177
Revenue Not Reported on Form 990
$13,598
Other Revenue Adjustments
$-46,177
Total Revenue per Audited Statements
$7,197,236
Total Revenue per Form 990
$7,137,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,526,490
Other Expenses$2,511,424
Total Fundraising Expense$1,457
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,414,526$340,543-$3,755,069
Occupancy$514,475$27,833-$542,308
Other Employee Benefits$373,123$36,455-$409,578
Payroll Taxes$252,779$42,003-$294,782
Depreciation Depletion$287,164--$287,164
All Other Expenses$130,023$27,062$1,457$158,542
Insurance$65,077$13,043-$78,120
Current Officers, Directors, Trustees, and Key Employees$20,185$46,876-$67,061
Other Expenses$41,363$2,085-$43,448
Interest$35,014--$35,014
Fees for Services Legal$13,692$7,258-$20,950
Office Expenses$8,453$1,378-$9,831
Fees for Services Accounting$1,571$6,094-$7,665
Conferences and Meetings$2,818$364-$3,182
Total Functional Expenses$6,479,301$557,156$1,457$7,037,914

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,097,689
Expenses per Audited Statements$7,084,091
Total Expenses per Form 990$7,037,914
Expenses Not Reported on Form 990$13,598
Expenses Not Reported on Financial Statements$-46,177
Other Expense Adjustments$-46,177
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,661
Fundraising Gross Income$3,865
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$131,747$3,865$9,661$-5,796
Total Events$131,747$3,865$9,661$-5,796
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-
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
Yes
Other officer compensation reviewed
Yes
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 of 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 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation for the CEO is reviewed by the Compensation Committee, by the Executive Committee, and presented by the Compensation Committee to the Board of Directors for final review and approval. Compensation for Key Employees is reviewed by the CEO and the COO (COO does not participate in review of COO compensation).These recommendations are reviewed by the Compensation Committee and Executive Committee and presented by the Compensation Committee to the Board of Directors for final review and approval.”

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 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 the OrganizationX and "Reportable Compensation from Related Organizations"(Part VII, Section A, Line 1a):Dr. Susan Berman has a 457(F) retirement plan. Included on Dr. Bermans 2019 W-2 was $135,182 which was her accumulated vested benefit. Michael Love has a 457(F) retirement plan. Included on Mr. Loves 2019 W-2 was $67,827, which was his accumulated vested benefit.”

Filing and Contact Details

Filer

Filer Name
Summit View School
EIN
95-4557774
Phone
8187810360
Address
13130 Burbank Blvd, Sherman Oaks, CA 91401

Signing Officer

Name
Michael Love
Title
Sr. V.P. of Finance
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Firestone PhD
Formed
1995
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
71
Volunteers
14

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

“Summit View School 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, Summit View School 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. Summit View School 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, 2020 and 2019, Summit View School 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/Desc0Summit View, located on the Valley Glen campus, provides comprehensive kindergarten through 12th-grade day school programs for students with specific learning disabilities. Summit View's programs are designed to promote each student's academic success and personal growth. Also, the Valley Glen Campus, STEM3 Academy provides a robust Science, Tehcnology, Engineering and Mathematics (STEM) based curriculum to students with Autism Spectrum Disorder, ADHD, and other social and learning differences. Students of STEM3 Academy, the first of its kind, are bright and benefit from a rigorous curriculum which prepares them form STEM-related study in college.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt043755
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt131692
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt212193
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt318735
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt418168
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt554
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6969
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt74300
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/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0Susan Berman PhD
IRS990/Form990PartVIISectionAGrp/PersonNm1Barbara Firestone PhD
IRS990/Form990PartVIISectionAGrp/PersonNm2Michael Love
IRS990/Form990PartVIISectionAGrp/PersonNm3Diane Flannery PhD
IRS990/Form990PartVIISectionAGrp/PersonNm4Jason Bolton PhD
IRS990/Form990PartVIISectionAGrp/PersonNm5Elena Brewer MBA
IRS990/Form990PartVIISectionAGrp/PersonNm6Edna Ramos BSC
IRS990/Form990PartVIISectionAGrp/PersonNm7Keri Borzello MPA
IRS990/Form990PartVIISectionAGrp/PersonNm8Gary H Carmona
IRS990/Form990PartVIISectionAGrp/PersonNm9Barry N NagoshinerCPA
IRS990/Form990PartVIISectionAGrp/PersonNm10Joy Monkarsh
IRS990/Form990PartVIISectionAGrp/PersonNm11Susan Berk
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert Dorman
IRS990/Form990PartVIISectionAGrp/PersonNm13David Firestone DDS
IRS990/Form990PartVIISectionAGrp/PersonNm14Perry Katz
IRS990/Form990PartVIISectionAGrp/PersonNm15Ken Solomon
IRS990/Form990PartVIISectionAGrp/PersonNm16Richard M Zelle
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt030729
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt122543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt222436
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt314644
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt414196
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt513860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt613566
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt772592
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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0310710
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1227929
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2226860
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3148071
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4143534
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5140135
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6137165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt772592
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Exec. VP/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt1President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sr. VP of Finan
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP of Program
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of Admissions
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP of HR & Prog.
IRS990/Form990PartVIISectionAGrp/TitleTxt6Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt7Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0127882
IRS990/FundraisingDirectExpensesAmt09661
IRS990/FundraisingGrossIncomeAmt03865
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07147122
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt013043
IRS990/InsuranceGrp/ProgramServicesAmt065077
IRS990/InsuranceGrp/TotalAmt078120
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt035014
IRS990/InterestGrp/TotalAmt035014
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt027935
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027935
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04413328
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02949199
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03114551
IRS990/LandBldgEquipCostOrOtherBssAmt07527879
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Form 990, Part III, Line 4a
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07773150
IRS990/NetAssetsOrFundBalancesEOYAmt07872697
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5796
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5796
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07773150
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07872697
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt027833
IRS990/OccupancyGrp/ProgramServicesAmt0514475
IRS990/OccupancyGrp/TotalAmt0542308
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01378
IRS990/OfficeExpensesGrp/ProgramServicesAmt08453
IRS990/OfficeExpensesGrp/TotalAmt09831
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01340920
IRS990/OtherAssetsTotalGrp/EOYAmt03048969
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036455
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0373123
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0409578
IRS990/OtherExpensesGrp/Desc0Client Transportation
IRS990/OtherExpensesGrp/Desc1Professional Fees- Others
IRS990/OtherExpensesGrp/Desc2Client Related Expenses
IRS990/OtherExpensesGrp/Desc3Community Relations
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22085
IRS990/OtherExpensesGrp/ProgramServicesAmt0685717
IRS990/OtherExpensesGrp/ProgramServicesAmt1447322
IRS990/OtherExpensesGrp/ProgramServicesAmt2185999
IRS990/OtherExpensesGrp/ProgramServicesAmt341363
IRS990/OtherExpensesGrp/TotalAmt0685717
IRS990/OtherExpensesGrp/TotalAmt1450685
IRS990/OtherExpensesGrp/TotalAmt2188798
IRS990/OtherExpensesGrp/TotalAmt343448
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Misc. Income
IRS990/OtherRevenueMiscGrp/Desc1Seminar
IRS990/OtherRevenueMiscGrp/Desc2Summit
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0640
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-24017
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-6162
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0640
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-24017
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-6162
IRS990/OtherRevenueTotalAmt0-29539
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0340543
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03414526
IRS990/OtherSalariesAndWagesGrp/TotalAmt03755069
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt042003
IRS990/PayrollTaxesGrp/ProgramServicesAmt0252779
IRS990/PayrollTaxesGrp/TotalAmt0294782
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048378
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024241
IRS990/PrincipalOfficerNm0Barbara Firestone PhD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/BusinessCd4480000
IRS990/ProgramServiceRevenueGrp/Desc0Basic Education
IRS990/ProgramServiceRevenueGrp/Desc1Counseling
IRS990/ProgramServiceRevenueGrp/Desc2Occupational Therapy
IRS990/ProgramServiceRevenueGrp/Desc3Speech and Language
IRS990/ProgramServiceRevenueGrp/Desc4Transportation
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05663875
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1290145
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224305
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt381486
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4831907
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05663875

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,578,501
Liabilities
$705,804
Net assets
$7,872,697
Revenue
$7,137,461
Expenses
$7,037,914
Net income
$99,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.97$0.40$8.57$6.67$6.41$0.26
2023Detailed filing. Detailed filing data is available for this year.$8.75$0.44$8.31$6.55$6.45$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.65$0.44$8.21$6.29$6.72$0.43
2021Detailed filing. Detailed filing data is available for this year.$9.27$0.64$8.64$6.22$5.46$0.76
2020Detailed filing. Detailed filing data is available for this year.$8.58$0.71$7.87$7.14$7.04$0.10
2019Detailed filing. Detailed filing data is available for this year.$8.21$0.44$7.77$7.92$7.64$0.28
2018Detailed filing. Detailed filing data is available for this year.$7.96$0.47$7.49$7.66$6.87$0.79
2017Detailed filing. Detailed filing data is available for this year.$7.20$0.49$6.70$7.09$6.76$0.33
2016Detailed filing. Detailed filing data is available for this year.$7.10$0.73$6.37$6.44$6.41$0.03
2015Detailed filing. Detailed filing data is available for this year.$6.67$0.33$6.34$4.80$4.70$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.59$0.36$6.23$5.40$5.15$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.36$0.38$5.98$5.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$0.63$5.84$5.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.91$5.81$5.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$1.01$5.79$5.00