ABILITYFIRST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ABILITYFIRST (EIN 95-1690983)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349315737
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:43:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951690983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABILITYFIRST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABIL | BusinessNameControlTxt |
| Phone | 6263961010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 N FAIR OAKS | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SERGIO RIZZO-FONTANESI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6263961010 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SERGIO RIZZO-FONTANESI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 N FAIR OAKS | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,126,140 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABILITYFIRST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HELP CHILDREN & ADULTS WITH PHYSICAL & DEVELOPMENTAL DISABILITIES REALIZE THEIR FULL POTENTIAL THROUGHOUT THEIR LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 489 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $356,834 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,501,273 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,949,660 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,684,734 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,011,921 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,801,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,636,892 | CYInvestmentIncomeAmt |
| PY Other Revenue | $622,488 | PYOtherRevenueAmt |
| CY Other Revenue | $381,186 | CYOtherRevenueAmt |
| PY Total Revenue | $18,609,564 | PYTotalRevenueAmt |
| CY Total Revenue | $16,979,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,682,991 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,147,364 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $847,801 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,629,725 | PYOtherExpensesAmt |
| CY Other Expenses | $5,890,861 | CYOtherExpensesAmt |
| PY Total Expenses | $19,312,716 | PYTotalExpensesAmt |
| CY Total Expenses | $20,038,225 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$703,152 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,058,566 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $98,592,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,758,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,262,221 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,644,343 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,330,422 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,114,170 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ABILITYFIRST PROVIDES A VARIETY OF PROGRAMS DESIGNED TO HELP PEOPLE WITH DISABILITIES ACHIEVE THEIR PERSONAL BEST THROUGHOUT THEIR LIVES. WE DO THIS BY CREATING TARGETED PROGRAMMING TO HELP AN INDIVIDUAL SUCCESSFULLY TRANSITION FROM CHILDHOOD TO ADULT LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $7,098,464 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,112,266 | RevenueAmt |
| Desc | ABILITYFIRST OPERATED FIVE COMMUNITY CENTERS IN LOS ANGELES COUNTY SERVING 1229 CHILDREN AND ADULTS. OUR PERSON-CENTERED PROGRAMS EMPOWERED INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO DISCOVER WHAT WAS IMPORTANT TO THEM AND TO DEVELOP THE SKILLS NEEDED TO ACHIEVE THEIR GOALS. PROGRAMS INCLUDED ADULT DAY SERVICES, AFTERSCHOOL AND SUMMER DAY CAMP PROGRAMS FOR SCHOOL-AGED YOUTH, SOCIAL RECREATION PROGRAMS AND COMMUNITY AQUATICS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,730,220 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,535,196 | RevenueAmt |
| Desc | ABILITYFIRST'S SUPPORTED EMPLOYMENT PROGRAM PROVIDED 360 ADULTS AND YOUTH WITH DISABILITIES WITH VOCATIONAL ASSESSMENTS, JOB PLACEMENT AND ON-THE-JOB SUPPORT IN COMPETITIVE INDUSTRIES WITHIN THEIR COMMUNITIES. THE COLLEGE TO CAREER PROGRAM SUPPORTED 82 STUDENTS WITH DEVELOPMENTAL DISABILITIES AT COMMUNITY COLLEGES AND UNIVERSITIES IN SOUTHERN CALIFORNIA. IN ADDITION TO THE STUDENT'S ACADEMIC COURSEWORK, THE PROGRAM INCORPORATED SELF-DISCOVERY AND COMMUNITY EXPLORATION TO EMPOWER STUDENTS TO ACHIEVE THEIR ACADEMIC AND CAREER GOALS. THE POSSABILITY PROGRAM SERVED 74 ADULTS IN PASADENA AND LOS ANGELES THROUGH COMMUNITY INTEGRATION, VOLUNTEERING, AND INTEREST-BASED ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,790,467 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $417,034 | RevenueAmt |
| Desc | CAMP PAIVIKA, LOCATED IN THE SAN BERNARDINO MOUNTAINS, OFFERED OVERNIGHT SUMMER CAMP PROGRAMS FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES, INCLUDING SWIMMING, ARTS AND CRAFTS, ADAPTIVE SPORTS, NATURE, AND THEATER ACTIVITIES. IN ADDITIONAL TO TRADITIONAL SLEEP-AWAY SUMMER CAMP, CAMP PAIVIKA OFFERED VIRTUAL "PAIVIKA AT HOME" CAMP ALONG WITH FRIENDS AND FAMILY, SKI, MOM'S, AND WEEKEND CAMPS DURING THE NON-SUMMER MONTHS. IN 2024, CAMP PAIVIKA SERVED 486 INDIVIDUALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,619,151 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 489 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY COBB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263167903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 NORTH FAIR OAKS | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KATHRYN SANDERS PLATNICK | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RANDALL REPP | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLAN JOHNSON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CRAIG | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY J SPELLMAN | |||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANITA LAWLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CANDIS BOWLES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL LLEWELLYN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SAETA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCISCO NAVARRO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARLAN THOMPSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KELLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH BRUMFIELD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN CHAWKINS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN HOM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIANA POGOSYAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUTHER W BEEGLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MALCOLM CORONEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE DOKMANOVICH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEVIN STANTON TREHAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD R FRANK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY LEES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KERI CASTANEDA | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $237,429 | $0 | $13,600 | ||
| KASHIF KHAN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $234,783 | $0 | $7,739 | ||
| COURTNEY JURADO | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | Yes (X) | $195,696 | $0 | $6,484 | ||
| JULIE TUGEND | |||||||
| INTERIM CEO (UNTIL 6/29/2024) | 40.00 | Yes (X) | $178,181 | $0 | $709 | ||
| SERGIO RIZZO-FONTANESI | |||||||
| CEO (FROM 6/30/24) | 40.00 | Yes (X) | $167,360 | $0 | $5,164 | ||
| LAURA BECK | |||||||
| HR DIRECTOR | 40.00 | $173,136 | $0 | $8,079 | Yes (X) | ||
| KELLY PRIVITT | |||||||
| PROGRAM DIRECTOR | 40.00 | $145,733 | $0 | $6,303 | Yes (X) | ||
| ISIS MCDONALD | |||||||
| SR. DIRECTOR OF BUSINESS SERVICES | 40.00 | $132,883 | $0 | $10,410 | Yes (X) | ||
| DANIEL DETWILER | |||||||
| DIRECTOR OF FACILITIES | 40.00 | $133,119 | $0 | $6,235 | Yes (X) | ||
| SVETLANA MSERYAN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $123,511 | $0 | $4,111 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,721,831 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENVISION CONSULTING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 594 E COLORADO BLVD 230 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RECRUITMENT AND CONSULTING | ServicesDesc |
| Compensation | $118,036 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,700 | MembershipDuesAmt |
| Fundraising | $715,516 | FundraisingAmt |
| Government Grants | $871,124 | GovernmentGrantsAmt |
| All Other Contributions | $2,361,320 | AllOtherContributionsAmt |
| Noncash Contributions | $99,817 | NoncashContributionsAmt |
| Total Contributions | $3,949,660 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMUNITY PROGRAMS FEES | 900099 | $5,482,621 | $5,482,621 |
| COMMUNITY CENTERS FEES | 900099 | $5,112,266 | $5,112,266 |
| CAMPING SERVICE FEES | 900099 | $417,034 | $417,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,011,921 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,753,086 | TotalRevenueColumnAmt |
| Exclusion | $1,753,086 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $402,405 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $402,405 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $402,405 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $350,641 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,764 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $116,694 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$116,194 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$116,194 | TotalRevenueColumnAmt |
| Exclusion | -$116,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $89,012 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $715,516 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $241,411 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$152,399 | TotalRevenueColumnAmt |
| Exclusion | -$152,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $5,131 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,131 | TotalRevenueColumnAmt |
| Exclusion | $5,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $847,144 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $788,376 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,575 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,193 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $59,083 | $59,083 |
| FREIGHT REVENUE | 900099 | $8,198 | $8,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $67,281 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,979,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,064,496 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $356,834 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,608,669 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,145 | TotalAmt |
| Program Services | $851,240 | ProgramServicesAmt |
| Management And General | $146,518 | ManagementAndGeneralAmt |
| Fundraising | $49,387 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,964,723 | TotalAmt |
| Program Services | $8,937,700 | ProgramServicesAmt |
| Management And General | $1,497,166 | ManagementAndGeneralAmt |
| Fundraising | $529,857 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,740 | TotalAmt |
| Program Services | $92,340 | ProgramServicesAmt |
| Management And General | $29,883 | ManagementAndGeneralAmt |
| Fundraising | $1,517 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,341 | TotalAmt |
| Program Services | $846,492 | ProgramServicesAmt |
| Management And General | $273,944 | ManagementAndGeneralAmt |
| Fundraising | $13,905 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,415 | TotalAmt |
| Program Services | $722,842 | ProgramServicesAmt |
| Management And General | $113,006 | ManagementAndGeneralAmt |
| Fundraising | $41,567 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,505 | TotalAmt |
| Management And General | $27,505 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,158 | TotalAmt |
| Management And General | $71,158 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,367 | TotalAmt |
| Management And General | $95,367 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,303 | TotalAmt |
| Program Services | $301,597 | ProgramServicesAmt |
| Management And General | $234,917 | ManagementAndGeneralAmt |
| Fundraising | $42,789 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,948 | TotalAmt |
| Program Services | $169,069 | ProgramServicesAmt |
| Management And General | $73,461 | ManagementAndGeneralAmt |
| Fundraising | $23,418 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,249 | TotalAmt |
| Program Services | $355,106 | ProgramServicesAmt |
| Management And General | $394,441 | ManagementAndGeneralAmt |
| Fundraising | $95,702 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192,619 | TotalAmt |
| Program Services | $1,046,386 | ProgramServicesAmt |
| Management And General | $146,233 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,816 | TotalAmt |
| Program Services | $303,252 | ProgramServicesAmt |
| Management And General | $76,367 | ManagementAndGeneralAmt |
| Fundraising | $1,197 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,893 | TotalAmt |
| Program Services | $5,166 | ProgramServicesAmt |
| Management And General | $5,263 | ManagementAndGeneralAmt |
| Fundraising | $464 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,149 | TotalAmt |
| Program Services | $883,294 | ProgramServicesAmt |
| Management And General | $94,855 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,102 | TotalAmt |
| Program Services | $305,419 | ProgramServicesAmt |
| Management And General | $42,683 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $365,836 | $365,836 | ||
| EQUIP. LEASE & MAINT. | $352,818 | $264,798 | $82,621 | $5,399 |
| OTHER PERSONNEL COSTS | $191,955 | $74,268 | $114,084 | $3,603 |
| RENT SUBSIDY | $30,831 | $30,831 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,312 | TotalAmt |
| Program Services | $63,515 | ProgramServicesAmt |
| Management And General | $51,801 | ManagementAndGeneralAmt |
| Fundraising | $38,996 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,038,225 | TotalAmt |
| Program Services | $15,619,151 | ProgramServicesAmt |
| Management And General | $3,571,273 | ManagementAndGeneralAmt |
| Fundraising | $847,801 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,963,520 | BOYAmt |
| EOY | $1,022,077 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,736 | BOYAmt |
| EOY | $276,628 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,393,195 | BOYAmt |
| EOY | $1,115,324 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,781 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,318 | BOYAmt |
| EOY | $108,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,053,916 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,685,042 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,005,655 | BOYAmt |
| EOY | $25,368,874 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,241,540 | BOYAmt |
| EOY | $67,513,309 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,146,898 | BOYAmt |
| EOY | $5,353,778 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,592,643 | BOYAmt |
| EOY | $100,758,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,249,218 | BOYAmt |
| EOY | $1,627,454 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,003 | BOYAmt |
| EOY | $16,889 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,262,221 | BOYAmt |
| EOY | $1,644,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,819,682 | BOYAmt |
| EOY | $73,827,923 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,510,740 | BOYAmt |
| EOY | $25,286,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,330,422 | BOYAmt |
| EOY | $99,114,170 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,592,643 | BOYAmt |
| EOY | $100,758,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,058,566 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,654,470 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $187,844 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,712,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,614,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,748,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,501,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,949,660 | CurrentTaxYearAmt |
| Total | $34,526,015 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,712,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,614,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,748,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,501,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,949,660 | CurrentTaxYearAmt |
| Total | $34,526,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,427,869 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,098,146 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,486,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,940,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,531,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,295,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,155,491 | CurrentTaxYearAmt |
| Total | $9,409,715 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,131 | CurrentTaxYearAmt |
| Total | $20,177 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,281 | CurrentTaxYearAmt |
| Total | $355,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,311,700 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,832,884 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,706,756 | BeginningYearBalanceAmt |
| Contributions | $131,103 | ContributionsAmt |
| Investment Earnings Or Losses | $2,077,278 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $583,960 | OtherExpendituresAmt |
| End Year Balance | $19,331,177 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,653,902 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,626,524 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $573,670 | OtherExpendituresAmt |
| End Year Balance | $17,706,756 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,178,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,539,443 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $984,704 | OtherExpendituresAmt |
| End Year Balance | $15,653,902 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,451,192 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,707,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $980,150 | OtherExpendituresAmt |
| End Year Balance | $20,178,049 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,142,219 | BeginningYearBalanceAmt |
| Contributions | $129,058 | ContributionsAmt |
| Investment Earnings Or Losses | $2,214,748 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,833 | OtherExpendituresAmt |
| End Year Balance | $18,451,192 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,002,572 | OtherCostOrOtherBasisAmt |
| Book Value | $7,002,572 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,137,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,249,634 | DepreciationAmt |
| Book Value | $15,888,025 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,843,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,435,408 | DepreciationAmt |
| Book Value | $2,407,871 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,406 | OtherCostOrOtherBasisAmt |
| Book Value | $70,406 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,368,874 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY AND INSURANCE DEPOSITS | $3,954 |
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $4,667,763 |
| BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS | $682,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,353,778 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,813,599 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,654,470 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $52,960 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $221,877 | OtherRevenueAmt |
| Revenue Not Reported | $5,929,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,884,292 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $95,367 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $95,367 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,979,659 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,029,851 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $52,960 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $34,033 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $86,993 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,942,858 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $95,367 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $95,367 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,038,225 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ABILITYFIRST'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ENDOWMENT FUNDS ARE ESTABLISHED BY DONOR-RESTRICTED GIFTS TO PROVIDE A PERMANENT ENDOWMENT, WHICH IS TO PROVIDE A PERMANENT SOURCE OF INCOME TO ABILITYFIRST. |
| PART X, LINE 2: | ABILITYFIRST RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2024, ABILITYFIRST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE - BENEFICIAL INT. IN CHARITABLE REMAINDER TRUSTS 43,475. CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 178,402. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 34,033. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STROLL & ROLL | Event1Nm |
| Gross Receipts Event1 | $454,403 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $446,773 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,630 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,353 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $592 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $81,611 | OtherDirectExpensesEvent1Amt |
| Event2 | FESTIVAL OF FALL | Event2Nm |
| Gross Receipts Event2 | $251,456 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $201,102 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $50,354 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $194 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $247 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $112,961 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $98,669 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $67,641 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $31,028 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $162 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,509 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $12,685 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,897 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $804,528 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $715,516 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $89,012 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,709 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,509 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,524 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $199,469 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $241,411 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$152,399 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERI CASTANEDA | ||||||||||||||
| CHIEF OPERATING OFFICER | $226,279 | $0 | $11,150 | $0 | $0 | $0 | $6,950 | $0 | $6,650 | $0 | $251,029 | $0 | $0 | $0 |
| KASHIF KHAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $223,783 | $0 | $11,000 | $0 | $0 | $0 | $6,805 | $0 | $934 | $0 | $242,522 | $0 | $0 | $0 |
| COURTNEY JURADO | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $188,666 | $0 | $7,030 | $0 | $0 | $0 | $0 | $0 | $6,484 | $0 | $202,180 | $0 | $0 | $0 |
| LAURA BECK | ||||||||||||||
| HR DIRECTOR | $173,136 | $0 | $0 | $0 | $0 | $0 | $2,160 | $0 | $5,919 | $0 | $181,215 | $0 | $0 | $0 |
| JULIE TUGEND | ||||||||||||||
| INTERIM CEO (UNTIL 6/29/2024) | $178,181 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $709 | $0 | $178,890 | $0 | $0 | $0 |
| SERGIO RIZZO-FONTANESI | ||||||||||||||
| CEO (FROM 6/30/24) | $167,360 | $0 | $0 | $0 | $0 | $0 | $4,505 | $0 | $659 | $0 | $172,524 | $0 | $0 | $0 |
| KELLY PRIVITT | ||||||||||||||
| PROGRAM DIRECTOR | $137,933 | $0 | $7,800 | $0 | $0 | $0 | $4,135 | $0 | $2,168 | $0 | $152,036 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | EVERY YEAR THE BOARD ESTABLISHES PERFORMANCE GOALS FOR THE CEO, CFO, COO AND THE CDO. BASED ON THE SUCCESS OF THE GROUP AND/OR INDIVIDUAL EXECUTIVE, THE BOARD MAY APPROVE A DISCRETIONARY BONUS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,025 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 194 | ContributionCnt |
| Noncash Contributions Rpt F990 | $69,792 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS ARE BEING REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DURING 2024, ABILITYFIRST TRANSFERRED THE SPONSORED HOUSING PROPERTIES (CROWN HOUSE & SIERRA ROSE) TO EASTER SEALS WITH NO FURTHER RIGHTS OR OBLIGATIONS REMAINING. IN ADDITION, AS OF 12/31/24, MANUFACTURING OPERATIONS CEASED AND 100% OF THE INVENTORY BALANCES WERE RESERVED FOR. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING: 1. CHAIR, KATHY SANDERS PLATNICK 2. VICE CHAIR, WILL CRAIG 3. SECRETARY, MARY SPELLMAN 4. TREASURER, RANDALL REPP 5. AT LARGE MEMBER, LAUREN HOM |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CFO AND CEO AND THEN IT IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO ELECTION AND ON A NOT LESS THAN ANNUAL BASIS, ABILITYFIRST BOARD MEMBERS SIGN A DECLARATION STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE CONFLICT OF INTEREST POLICY AND THE BOARD MEMBER CONFLICT OF INTEREST FORMS ARE MONITORED BY THE BOARD CHAIR AND THE GOVERNANCE/NOMINATING COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO/CFO/COO/CDO: A COMPENSATION REPORT IS PREPARED BY AN INDEPENDENT FIRM AT LEAST EVERY 3 YEARS TO DETERMINE COMPETITIVE SALARIES FOR THE ABILITYFIRST CEO/CFO/COO/CDO. THE BOARD DELEGATES THE AUTHORITY TO THE EXECUTIVE COMMITTEE TO EVALUATE AND SET COMPENSATION LEVELS FOR THE CEO/CFO/COO/CDO. PROPOSED COMPENSATION INCREASES FOR THE CEO/CFO/COO/CDO MUST BE APPROVED BY THE BOARD IF, 1) A PROPOSED INCREASE IN BASE SALARY EXCEEDS THE CURRENT BASE SALARY BY MORE THAN 10% OR IF, 2) A PROPOSED BONUS EXCEEDS THE PRIOR YEAR'S BASE SALARY BY MORE THAN 10% OR IF, 3) A PROPOSED INCREASE IN BASE SALARY EXCEEDS BY 10% OR MORE THE 50TH PERCENTILE OF THE COMPENSATION REPORT ISSUED BY THE INDEPENDENT FIRM. FORM 990, PART VI, SECTION B, LINE 15B: FOR EMPLOYEES OTHER THAN CEO/CFO/COO/CDO: THE CEO PROPOSES AN ANNUAL BUDGET THAT INCLUDES A SPECIFIC AMOUNT FOR COMPENSATION INCREASES. AFTER THE AGENCY WIDE BUDGET IS APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, THE COMPENSATION INCREASES BECOME AVAILABLE TO BE DISBURSED IN THE FOLLOWING YEAR. IN RECENT YEARS, MUCH OF THE COMPENSATION INCREASE DOLLARS HAVE BEEN SPENT TO COVER THE MINIMUM WAGE CHANGE IMPLICATIONS AND ADJUSTMENTS REQUIRED TO MAINTAIN PAY EQUITY. ALL COMPENSATION CHANGES ARE SUBJECT TO REVIEW BY THE CEO AND THE DIRECTOR OF HUMAN RESOURCES. THE CEO APPROVES ALL COMPENSATION INCREASES WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE - BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 43,475. BAD DEBT EXPENSE -34,033. CHANGE IN VALUE - BENEFICIAL INTEREST IN PERPETUAL TRUSTS 178,402. |
| FORM 990, PART XII, LINE 2C: | NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. |