Totals
- Total revenue
- $2,197,762
- Total expenses
- $2,579,451
- Contributions and grants received
- $1,558,138
- Grants paid
- $82,663
- Program service revenue
- $527,396
- Investment income
- $188,326
- Other revenue
- -$76,098
- Total assets, end of year
- $6,021,344
- Total liabilities, end of year
- $1,714,728
- Net assets or fund balances, end of year
- $4,306,616
- Program services expenses (Part IX)
- $2,173,089
- Management and general expenses
- $320,666
- Fundraising expenses
- $85,696
- Program service expenses (Part III)
- $2,173,089
Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$1,262,128
-
1f · All other contributions, gifts and grants
$296,010
-
2a · Program service revenue: SPECIAL NEEDS TRUST MGT
total $527,396 · related or exempt $527,396
-
3 · Investment income
total $76,993 · related or exempt $76,993
-
6a · Gross rents
real property $55,424
-
6b · Less rental expenses
real property $99,204
-
6c · Rental income or loss
real property -$43,780
-
6d · Net rental income or loss
total -$43,780 · unrelated business -$43,780
-
7a · Gross sales of assets other than inventory
securities $1,361,397
-
7b · Less cost or other basis and sales expenses
securities $1,250,064
-
7c · Gain or loss
securities $111,333
-
7d · Net gain or loss
total $111,333 · related or exempt $111,333
-
8a · Fundraising events: gross income
$43,773
-
8b · Fundraising events: direct expenses
$76,091
-
8c · Net income from fundraising events
total -$32,318
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $82,368 · program services $82,368
-
2 · Grants to domestic individuals
total $295 · program services $295
-
5 · Compensation of officers, directors and key employees
total $136,353 · program services $119,990 · management and general $13,635 · fundraising $2,728
-
7 · Other salaries and wages
total $1,326,307 · program services $1,167,150 · management and general $132,631 · fundraising $26,526
-
8 · Pension plan contributions
total $9,910 · program services $8,721 · management and general $991 · fundraising $198
-
9 · Other employee benefits
total $164,293 · program services $144,578 · management and general $16,429 · fundraising $3,286
-
10 · Payroll taxes
total $107,870 · program services $94,926 · management and general $10,787 · fundraising $2,157
-
11b · Fees: legal
total $13,179 · program services $11,597 · management and general $1,318 · fundraising $264
-
11c · Fees: accounting
total $118,457 · program services $104,242 · management and general $11,846 · fundraising $2,369
-
11f · Fees: investment management
total $26,620 · program services $23,426 · management and general $2,662 · fundraising $532
-
11g · Fees: other
total $127,512 · program services $31,527 · management and general $55,216 · fundraising $40,769
-
12 · Advertising and promotion
total $1,163 · program services $1,024 · management and general $116 · fundraising $23
-
13 · Office expenses
total $98,471 · program services $86,655 · management and general $9,847 · fundraising $1,969
-
16 · Occupancy
total $68,201 · program services $60,016 · management and general $6,821 · fundraising $1,364
-
17 · Travel
total $87,432 · program services $78,689 · management and general $8,743
-
19 · Conferences, conventions and meetings
total $3,544 · program services $3,402 · management and general $142
-
20 · Interest
total $31,927 · management and general $31,927
-
21 · Payments to affiliates
total $10,080 · program services $8,870 · management and general $1,008 · fundraising $202
-
22 · Depreciation, depletion and amortization
total $36,836 · program services $32,416 · management and general $3,683 · fundraising $737
-
23 · Insurance
total $48,028 · program services $42,264 · management and general $4,803 · fundraising $961
-
24a · Other expenses: MISCELLANEOUS
total $51,763 · program services $45,551 · management and general $5,176 · fundraising $1,036
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $28,750 · program services $25,300 · management and general $2,875 · fundraising $575
-
24c · Other expenses: CLIENT ASSISTANCE
total $92 · program services $82 · management and general $10
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $275,982 · end of year $124,359
-
3 · Pledges and grants receivable
beginning of year $122,614 · end of year $163,085
-
9 · Prepaid expenses and deferred charges
beginning of year $18,175 · end of year $16,186
-
10a · Land, buildings and equipment: cost or other basis
$2,939,505
-
10b · Land, buildings and equipment: accumulated depreciation
$339,680
-
10c · Land, buildings and equipment, net
beginning of year $2,663,179 · end of year $2,599,825
-
11 · Investments: publicly traded securities
beginning of year $3,139,450 · end of year $3,117,889
-
17 · Accounts payable and accrued expenses
beginning of year $103,770 · end of year $87,649
-
24 · Unsecured notes and loans payable
beginning of year $1,712,314 · end of year $1,627,079
-
27 · Net assets without donor restrictions
beginning of year $3,629,456 · end of year $3,468,584
-
28 · Net assets with donor restrictions
beginning of year $773,860 · end of year $838,032
Mission and programs · 2025
Mission
NON-SECTARIAN ORGANIZATION THAT PROMOTES THE WELFARE OF DEVELOPMENTALLY DISABLED INDIVIDUALS OF ALL AGES AND THEIR FAMILIES.
-
PERSONAL REPRESENTATION SERVICES: ACTIVITIES DEVOTED TO PROVIDING GUARDIANSHIP, ADVOCACY AND PUBLIC EDUCATION STATEWIDE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.
Expenses $299,682 · Grants $147 · Revenue $527,396
-
EMPOWERMENT AND COMMUNITY BUILDING PROGRAM: ACTIVITIES DEVELOPED TO PROVIDE SUPPORT, TRAINING AND EDUCATION FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES.
Expenses $1,819,434 · Grants $82,516
-
PUBLIC POLICY: THIS PROGRAM IS DEVOTED TO EDUCATING POLICYMAKERS, SERVICE PROVIDERS AND OTHERS ON BEST PRACTICES AND ISSUES THAT IMPACT PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES.
Expenses $53,973
As filed on the 2025 return.
Listed in Part VII
-
MATTHEW SENA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.3
-
LING FAITH-HEUERTZ
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 0.3
-
DOLORES HARDEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.3
-
ERIKA GRENKO
DIR-SE REGIO
- Total calculated
- $0
- Hours/week
- 0.3
-
YOLANDA SANDOVAL
DIR-NW REGIO
- Total calculated
- $0
- Hours/week
- 0.3
-
ROEL ADAMSON
DIRECTOR AT
- Total calculated
- $0
- Hours/week
- 0.3
-
LAUREL DEANS
DIRECTOR AT
- Total calculated
- $0
- Hours/week
- 0.3
-
JENNIFER ESPEY
FORMER CEO
- Total calculated
- $116,852
- From this org
- $109,078
- From related orgs
- $0
- Other
- $7,774
- Hours/week
- 40
-
MARIJO RYMER
INTERIM CEO
- Total calculated
- $19,500
- From this org
- $19,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
TRACIE FLETCHER
EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
MANDY'S FARM
$39,150
-
RIO GRANDE DOWN SYNDROME NETWORK
$22,000
-
JEREMIAH'S PLACE
$19,500
Provenance
- Return type
- form_990
- Tax year
- 2025
- IRS schema version
- 2025v4.0
- Source object
- 202602129349300520
The source document this was parsed from is served over the API, which is where bulk and document access live.