Expanding Horizons Developmental Disability FY2020 filing

El Cajon, CAUnknown exempt organizationEIN 33-0579827Revenue $1.9M in FY2020

On file with the IRS507 Broadway Suite B · El Cajon, CA

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Service disabled individuals through consultation and training to reduce maladaptive behavior and to enable these individuals to transition into a community integrated setting

100¢ of each $1 spent went to programs.
$422K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $149K a year · 11% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$422K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$134K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
Spent
$1.7M
To programs
100%
Net assets
$842K
By yearFY2020–FY2023
Revenue
$1.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.0M
FY2022$1.1M
FY2023$86K
Expenses
$1.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.4M
FY2022$1.4M
FY2023Not on file
Net assets
$842K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$842K
FY2021$504K
FY2022$261K
FY2023Not on file

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $1.7M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $422K paid to officers and key staff.

Part VII, Section A · reportable compensation
Exec Directorpresident
$166,921Pt VII · Sec A
Exec Directorpresident
$166,921Pt VII · Sec A
Office Administrator
$87,920Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Steven Lefort$46,100$166,921$166,921$166,921
Steven Lefort Ph D—$166,921$166,921$166,921
Marci Steffes$24,583$91,130$87,920$87,920

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Expanding Horizons Developmental Disability executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps disabled individuals reduce problem behaviors and integrate into the community through training.

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Provided by the organization

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1 program · $1.7M · in their own filed words · FY2020
01

Serviced disabled individuals through consultation and training to reduce maladaptive behavior to enable these individuals to transition into a community integrated setting

$1.7Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.9M
Other incomeLn 4–11$12K
Investment incomeLn 3$435
Money outPt IX
$1.7M
Ln 25
Programscol B$1.7M
Owns and owesPt X
$842K
net assets · Ln 32
Cash and savingsLn 1–2$747K
Total assetsLn 16$976K
LiabilitiesLn 26$134K
PeoplePt VI, VII
5
listed · VII A
PaidVII A3
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$435
Other incomeLn 4–11$12K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$99K
SavingsLn 2$648K
Cash and savings togetherLn 1–2$747K
Land, buildings, equipmentLn 10c$115K
Other assetsLn 15$33K
Total assetsLn 16$976K
LiabilitiesLn 26$134K
Net assetsLn 32$842K
OperationsPt I, VI
EmployeesI 550
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$465K$747K
Land, buildings, equipmentLn 10c$115K$115K
Total assetsLn 16$804K$976K
LiabilitiesLn 26$129K$134K
Net assetsLn 32$674K$842K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.3M$1.3M
Other employee benefitsLn 9$10K$10K
Payroll taxesLn 10$101K$101K
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$45$45
Office expensesLn 13$5K$5K
Information technologyLn 14$3K$3K
Conferences, conventions and meetingsLn 19$6K$6K
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$16K$16K
All other expensesLn 24e$269K$269K
Total functional expensesLn 25$1.7M$1.7M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $86K 990 PDF
FY2022 $1.1M$1.4M−$315K$261K 990 PDF
FY2021 $1.0M$1.4M−$350K$504K 990 PDF
FY2020 Viewing $1.9M$1.7M$219K$842K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,886,696 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,998,282$1,873,886
I-10 Investment incomePrior year $192$435
I-11 Other revenue$12,375
I-12 Total revenuePrior year $1,998,474$1,886,696
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,393,069$1,362,127
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $416,737$305,391
I-18 Total expensesPrior year $1,809,806$1,667,518
I-19 Revenue less expensesPrior year $188,668$219,178
Part VI · Governance 3 of 3 board members independent, 2 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,886,696 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,873,886$1,873,886
VIII-3 Investment incomeRelated to mission $435$435
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,375$12,375
VIII-12 Total revenueRelated to mission $1,886,696 · Unrelated business $0 · Excluded from tax $0$1,886,696
Part IX · Statement of functional expenses $1,667,518 across 11 lines filed
IX-7 Other salaries and wagesPrograms $1,251,328$1,251,328
IX-9 Other employee benefitsPrograms $9,846$9,846
IX-10 Payroll taxesPrograms $100,953$100,953
IX-11c Accounting feesPrograms $1,700$1,700
IX-12 Advertising and promotionPrograms $45$45
IX-13 Office expensesPrograms $5,106$5,106
IX-14 Information technologyPrograms $3,412$3,412
IX-19 Conferences, conventions and meetingsPrograms $5,525$5,525
IX-22 Depreciation, depletion and amortizationPrograms $5,103$5,103
IX-23 InsurancePrograms $15,990$15,990
IX-24e All other expensesPrograms $268,510$268,510
IX-25 Total functional expensesPrograms $1,667,518 · Management $0 · Fundraising $0$1,667,518
Part X · Balance sheet $975,725 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $137,943$98,890
X-2 Savings and temporary cash investmentsStart of year $326,821$647,643
X-4 Accounts receivableStart of year $193,605$81,228
X-10c Land, buildings and equipment, netStart of year $115,091$115,091
X-15 Other assetsStart of year $30,060$32,873
X-16 Total assetsStart of year $803,520$975,725
X-25 Other liabilitiesStart of year $129,076$133,871
X-26 Total liabilitiesStart of year $129,076$133,871
X-27 Net assets without donor restrictionsStart of year $674,444$841,854
X-32 Total net assets or fund balancesStart of year $674,444$841,854
X-33 Total liabilities and net assetsStart of year $803,520$975,725
Part XI · Reconciliation of net assets $841,854 net assets at year end
XI-1 Total revenue$1,886,696
XI-2 Total expenses$1,667,518
XI-3 Revenue less expenses$219,178
XI-4 Net assets at start of year$674,444
XI-9 Other changes in net assets−$51,768
XI-10 Net assets at end of year$841,854

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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