Proteus INC FY2023 filing

Tax-deductible

Visalia, CA501(c)(3)Since 1972EmploymentEIN 94-2184330

Proteus, Inc.'s mission: to continually improve the quality of life of farmworkers and other participants through quality education, training and other services.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$339K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $114K a year · under 1% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$339K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $2.1M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$4.4M
36% of total assets
Looks good: liabilities are 36% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.4M
-21% vs prior year
Spent
$22.9M
To programs
80%
Net assets
$7.9M
By yearFY2020–FY2024
Revenue
$21.4M
FY2023▼ -21%
Revenue by fiscal year
FY2020$24.3M
FY2021$29.2M
FY2022$27.0M
FY2023$21.4M
FY2024$21.7M
FY2024$20.3M
Expenses
$22.9M
FY2023▼ -11%
Expenses by fiscal year
FY2020$24.1M
FY2021$28.8M
FY2022$25.7M
FY2023$22.9M
FY2024$21.7M
FY2024$21.5M
Net assets
$7.9M
FY2023▼ -12%
Net assets by fiscal year
FY2020$7.0M
FY2021$7.5M
FY2022$8.9M
FY2023$7.9M
FY2024$7.6M
FY2024$6.4M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1972.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $18.3M Management & general 20% · $4.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

14 people listed on the 990; $339K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$133,620Pt VII · Sec A
Dir. of Operations
$103,140Pt VII · Sec A
$101,976Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Michelle Engel-Silva’s $172K as CEO is at the 22nd percentile of top reported officer pay among 414 $10–100M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Michelle Engel-Silva$171,681—————
Michelle Engel - Silva—$152,067$133,620$103,415$102,216$105,666
Robert Alcazar———$114,170$142,504$140,807
Quirino Banuelos—$113,345$103,140———
Elizabeth Mullally$112,194—————
Patty Mullally—$107,642$101,976$102,628——
Armie Tolentino————$103,382$103,229
Shawna Rodriguez$103,190$97,734————

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.

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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 15aYes

Programs and updates

Provides training, education, and energy savings services to low-income individuals and farmworkers.

Provided by the organization

This section is blank until Proteus INC claims this page.

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3 program services account for $17.3M of program spending, described in the organization's own filed words · FY2022.
01

U.s. Department of Labor

Wioa:total number of unduplicated participants SERVED.....516TOTAL number of services rendered..... 5,050

$7.8Mprogram expense
02

Unrestricted Program Services

Total number of unduplicated particpants SERVED........2,348TOTAL number of services RENDERED.......2,951

$6.9Mprogram expense
03

Other programstotal number of unduplicated participants SERVED......164TOTAL number of services RENDERED......188

$2.6Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 3 funders →
Grants paid · 39 grants · $31.4M · 2019–2024
Unitemized GrantFY2024$1,933,059
Unitemized GrantFY2024$1,056,667
Unitemized GrantFY2024$911,445
Unitemized GrantFY2024$103,003
Unitemized GrantFY2024$46,573
Unitemized GrantFY2024$25,261
Unitemized GrantFY2023$1,505,722
Unitemized GrantFY2023$1,323,185
Unitemized GrantFY2023$765,409
Unitemized GrantFY2023$247,303
Unitemized GrantFY2023$55,325
Unitemized GrantFY2023$1,431
Unitemized GrantFY2023$552
Unitemized GrantFY2022$1,476,242
Unitemized GrantFY2022$1,471,025
Unitemized GrantFY2022$676,668
Unitemized GrantFY2022$207,193
Unitemized GrantFY2022$57,259
See all 39 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$21.4M
Ln 12
Gifts and grantsLn 1h$20.9M
Other incomeLn 4–11$406K
Fees for servicesLn 2g$89K
Money outPt IX
$22.9M
Ln 25
Programscol B$18.3M
Managementcol C$4.6M
Owns and owesPt X
$7.9M
net assets · Ln 32
Cash and savingsLn 1–2$5.1M
Total assetsLn 16$12.3M
LiabilitiesLn 26$4.4M
PeoplePt VI, VII
14
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20.9M
Government grantsLn 1e$20.8M
Fees for servicesLn 2g$89K
Investment incomeLn 3$4K
Other incomeLn 4–11$406K
Gains on assetsLn 7$0
Total revenueLn 12$21.4M
Assets in detailPt X, end of year
CashLn 1$5.1M
SavingsLn 2$0
Cash and savings togetherLn 1–2$5.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$4.2M
Other assetsLn 15$0
Total assetsLn 16$12.3M
LiabilitiesLn 26$4.4M
Net assetsLn 32$7.9M
OperationsPt I, VI
EmployeesI 5504
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$5.8M$5.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3.7M$4.2M
Total assetsLn 16$13.2M$12.3M
LiabilitiesLn 26$4.2M$4.4M
Net assetsLn 32$8.9M$7.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$3.9M$3.9M
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$167K$133K$33K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$9.6M$7.6M$2.0M
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$2.1M$1.2M$879K
Payroll taxesLn 10$895K$519K$376K
Management feesLn 11a$0
Legal feesLn 11b$56K$56K
Accounting feesLn 11c$84K$84K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$703K$521K$183K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$404K$166K$238K
RoyaltiesLn 15$0
OccupancyLn 16$1.3M$1.1M$255K
TravelLn 17$158K$122K$36K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$91K$91K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$179K$179K
InsuranceLn 23$598K$294K$303K
Other expenses (24a–d)Ln 24$2.5M$2.4M$115K
All other expensesLn 24e$152K$102K$51K
Total functional expensesLn 25$22.9M$18.3M$4.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $21.7M$21.7M$34K$7.6M 990 PDF
FY2023 Viewing $21.4M$22.9M−$1.5M$7.9M 990 PDF
FY2022 $27.0M$25.7M$1.3M$8.9M 990 PDF
FY2021 $29.2M$28.8M$413K$7.5M 990 PDF
FY2020 $24.3M$24.1M$272K$7.0M 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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $21,403,375 across 11 lines filed
VIII-1e Government grants$20,766,086
VIII-1f All other contributions, gifts and grants$138,389
VIII-1h Total contributions, gifts and grants$20,904,475
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $88,655$88,655
VIII-3 Investment incomeExcluded from tax $4,315$4,315
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $405,930$405,930
VIII-12 Total revenueRelated to mission $494,585 · Excluded from tax $4,315$21,403,375
Part IX · Statement of functional expenses $22,872,321 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $3,895,632$3,895,632
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $133,489 · Management $33,372$166,861
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $7,573,167 · Management $1,989,756$9,562,923
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $1,197,925 · Management $879,242$2,077,167
IX-10 Payroll taxesPrograms $519,063 · Management $375,873$894,936
IX-11a Management fees$0
IX-11b Legal feesManagement $55,727$55,727
IX-11c Accounting feesManagement $83,572$83,572
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $520,713 · Management $182,655$703,368
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technologyPrograms $166,091 · Management $237,537$403,628
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,093,688 · Management $254,595$1,348,283
IX-17 TravelPrograms $122,081 · Management $35,998$158,079
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $90,640$90,640
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $179,095$179,095
IX-23 InsurancePrograms $294,268 · Management $303,374$597,642
IX-24 Other expenses (24a–d)Programs $2,387,643 · Management $114,929$2,502,572
IX-24e All other expensesPrograms $101,604 · Management $50,592$152,196
IX-25 Total functional expensesPrograms $18,275,099 · Management $4,597,222 · Fundraising $0$22,872,321
Part X · Balance sheet $12,291,069 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $5,838,014$5,137,661
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $3,188,591$2,558,207
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $423,210$394,054
X-10c Land, buildings and equipment, netStart of year $3,716,061$4,201,147
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $13,165,876$12,291,069
X-17 Accounts payable and accrued expensesStart of year $1,094,164$1,332,040
X-18 Grants payableStart of year $1,308,140$759,861
X-26 Total liabilitiesStart of year $4,227,850$4,437,302
X-27 Net assets without donor restrictionsStart of year $8,938,026$7,853,767
X-32 Total net assets or fund balancesStart of year $8,938,026$7,853,767
X-33 Total liabilities and net assetsStart of year $13,165,876$12,291,069
Part XI · Reconciliation of net assets $7,853,767 net assets at year end
XI-1 Total revenue$21,403,375
XI-2 Total expenses$22,872,321
XI-3 Revenue less expenses−$1,468,946
XI-4 Net assets at start of year$8,938,026
XI-8 Prior period adjustments$472,925
XI-9 Other changes in net assets−$88,238
XI-10 Net assets at end of year$7,853,767

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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