Recovery Services for drug and alcohol addiction

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$653K 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $923K a year · 8% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$653K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $152K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6.6M
60% of total assets
Fine: liabilities are 60% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.2M
+26% vs prior year
Spent
$9.7M
To programs
86%
Net assets
$4.4M
By yearFY2020–FY2025
Revenue
$10.2M
FY2023▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.9M
FY2021$6.9M
FY2022$8.1M
FY2023$10.2M
FY2024$16.4M
FY2025$18.1M
Expenses
$9.7M
FY2023▲ +31%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.1M
FY2021$7.3M
FY2022$7.4M
FY2023$9.7M
FY2024$13.8M
FY2025$15.8M
Net assets
$4.4M
FY2023▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.5M
FY2021$3.1M
FY2022$3.9M
FY2023$4.4M
FY2024$7.0M
FY2025$9.3M

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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1974.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $8.3M Management & general 14% · $1.3M Fundraising 0% · $29K

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

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Who runs it and what they're paid

12 people listed on the 990; $653K 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
$208,416Pt VII · Sec A
$138,453Pt VII · Sec A
Clinical Director
$102,726Pt VII · Sec A
Controller
$101,550Pt VII · Sec A
Human Resources Manager
$101,474Pt VII · Sec A
$0Pt VII · Sec A
President (term End 12/2022)
$0Pt VII · Sec A
$0Pt VII · Sec A

Jamie Lamb’s $259K as CEO is at the 70th percentile of top reported officer pay among 247 $10–100M crime & legal 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 · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jamie Lamb$258,837$216,536$208,416$180,673$179,065$167,146
Daniel Chagolla$173,134$159,489$138,453$135,293$137,792$116,818
Lowell Lagare$146,232$117,707$101,550———
Kathleen Smith$125,443$122,256$102,726———
Marcela Tropea$120,343$117,225$101,474———
Yvonne Carrillo$109,865—————
Melissa Hughes$106,046—————

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 recovery services for drug and alcohol addiction.

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Provided by the organization

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3 programs · $6.3M · in their own filed words · FY2022
01

The adult residential program offers a comprehensive, evidence-based curriculum that addresses a wide array of issues confronting men and women who are seeking a life change. Individual case managers work to develop a personalized treatment plan, designed to identify specific problems and provide a specific action plan to overcome them.

$4.9Mprogram expense
02

Withdrawal management provides comprehensive services to stabilize physical condition, including medically-appropriate step down medications to help ease withdrawal symptoms.

$745Kprogram expense
03

Maple house is a supportive environment for women to recover and get the skills they need to improve their lives while their children grow in a safe, stable home. Here, women, ages 18 and older, are a part of a social model recovery program with a 12-STEP method of recovery.

$623Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Iehp FoundationFY2024$65K
Total grants receivedfrom 4 funders$152K
See all 4 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$10.2M
Ln 12
Gifts and grantsLn 1h$10.0M
Fees for servicesLn 2g$176K
Investment incomeLn 3$5K
Money outPt IX
$9.7M
Ln 25
Programscol B$8.3M
Managementcol C$1.3M
Fundraisingcol D$29K
Owns and owesPt X
$4.4M
net assets · Ln 32
Cash and savingsLn 1–2$3.9M
Total assetsLn 16$11.1M
LiabilitiesLn 26$6.6M
PeoplePt VI, VII
12
listed · VII A
PaidVII A5
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.0M
Government grantsLn 1e$9.9M
Fundraising eventsLn 1c$27K
Fees for servicesLn 2g$176K
Investment incomeLn 3$5K
Other incomeLn 4–11$4K
Gains on assetsLn 7−$5K
Total revenueLn 12$10.2M
Assets in detailPt X, end of year
CashLn 1$93K
SavingsLn 2$3.8M
Cash and savings togetherLn 1–2$3.9M
Land, buildings, equipmentLn 10c$2.8M
Other assetsLn 15$3.0M
Total assetsLn 16$11.1M
LiabilitiesLn 26$6.6M
Net assetsLn 32$4.4M
OperationsPt I, VI
EmployeesI 5202
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$2.8M$3.9M
Land, buildings, equipmentLn 10c$2.5M$2.8M
Total assetsLn 16$6.6M$11.1M
LiabilitiesLn 26$2.8M$6.6M
Net assetsLn 32$3.9M$4.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$429K$429K
Other salaries and wagesLn 7$5.2M$4.7M$486K$4K
Pension plan contributionsLn 8$157K$149K$8K$29
Other employee benefitsLn 9$440K$416K$24K$82
Payroll taxesLn 10$440K$379K$61K$301
Legal feesLn 11b$39K$32K$7K
Other fees for servicesLn 11g$184K$150K$14K$21K
Advertising and promotionLn 12$17K$5K$12K
Office expensesLn 13$426K$312K$111K$3K
OccupancyLn 16$978K$951K$27K
TravelLn 17$80K$34K$46K$487
InterestLn 20$47K$40K$7K
Depreciation, depletion and amortizationLn 22$172K$164K$9K
InsuranceLn 23$86K$61K$25K
Other expenses (24a–d)Ln 24$913K$864K$49K$778
All other expensesLn 24e$50K$48K$2K
Total functional expensesLn 25$9.7M$8.3M$1.3M$29K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $18.1M$15.8M$2.3M$9.3M 990 PDF
FY2024 $16.4M$13.8M$2.6M$7.0M 990 PDF
FY2023 Viewing $10.2M$9.7M$548K$4.4M 990 PDF
FY2022 $8.1M$7.4M$759K$3.9M 990 PDF
FY2021 $6.9M$7.3M−$422K$3.1M 990 PDF
FY2020 $6.9M$7.1M−$183K$3.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $10,210,651 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,830,547$10,025,568
I-9 Program service revenuePrior year $233,132$176,174
I-10 Investment incomePrior year $451$4,633
I-11 Other revenuePrior year $52,515$4,276
I-12 Total revenuePrior year $8,116,645$10,210,651
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,297,723$6,670,710
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,059,831$2,991,690
I-18 Total expensesPrior year $7,357,554$9,662,400
I-19 Revenue less expensesPrior year $759,091$548,251
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,210,651 across 10 lines filed
Lines not itemized here account for $172 of total revenue; see the IRS return.
VIII-1c Fundraising events$27,146
VIII-1e Government grants$9,863,748
VIII-1f All other contributions, gifts and grants$134,674
VIII-1h Total contributions, gifts and grants$10,025,568
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $176,174$176,174
VIII-3 Investment incomeExcluded from tax $9,533$9,533
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$4,900−$4,900
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $983 · Excluded from tax $3,121$4,104
VIII-12 Total revenueRelated to mission $177,157 · Unrelated business $0 · Excluded from tax $7,926$10,210,651
Part IX · Statement of functional expenses $9,662,400 across 16 lines filed
IX-5 Pay of current officers, directors and key staffManagement $428,705$428,705
IX-7 Other salaries and wagesPrograms $4,715,338 · Management $485,775 · Fundraising $3,627$5,204,740
IX-8 Pension plan contributionsPrograms $149,435 · Management $7,710 · Fundraising $29$157,174
IX-9 Other employee benefitsPrograms $415,672 · Management $23,900 · Fundraising $82$439,654
IX-10 Payroll taxesPrograms $378,763 · Management $61,373 · Fundraising $301$440,437
IX-11b Legal feesPrograms $32,206 · Management $6,560$38,766
IX-11g Other fees for servicesPrograms $150,035 · Management $13,574 · Fundraising $20,582$184,191
IX-12 Advertising and promotionPrograms $4,590 · Management $12,082$16,672
IX-13 Office expensesPrograms $311,959 · Management $111,024 · Fundraising $3,237$426,220
IX-16 OccupancyPrograms $950,661 · Management $27,351$978,012
IX-17 TravelPrograms $33,578 · Management $46,335 · Fundraising $487$80,400
IX-20 InterestPrograms $39,646 · Management $6,874$46,520
IX-22 Depreciation, depletion and amortizationPrograms $163,562 · Management $8,580$172,142
IX-23 InsurancePrograms $60,862 · Management $25,225$86,087
IX-24 Other expenses (24a–d)Programs $863,620 · Management $48,529 · Fundraising $778$912,927
IX-24e All other expensesPrograms $47,796 · Management $1,957$49,753
IX-25 Total functional expensesPrograms $8,317,723 · Management $1,315,554 · Fundraising $29,123$9,662,400
Part X · Balance sheet $11,064,817 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $5,000$93,180
X-2 Savings and temporary cash investmentsStart of year $2,826,081$3,814,843
X-4 Accounts receivableStart of year $1,183,064$1,241,505
X-9 Prepaid expenses and deferred chargesStart of year $125,809$158,100
X-10c Land, buildings and equipment, netStart of year $2,492,029$2,787,906
X-15 Other assetsStart of year $0$2,969,283
X-16 Total assetsStart of year $6,631,983$11,064,817
X-17 Accounts payable and accrued expensesStart of year $442,618$1,346,336
X-25 Other liabilitiesStart of year $1,456,391$4,453,984
X-26 Total liabilitiesStart of year $2,759,876$6,644,459
X-27 Net assets without donor restrictionsStart of year $3,834,486$4,412,643
X-28 Net assets with donor restrictionsStart of year $37,621$7,715
X-32 Total net assets or fund balancesStart of year $3,872,107$4,420,358
X-33 Total liabilities and net assetsStart of year $6,631,983$11,064,817
Part XI · Reconciliation of net assets $4,420,358 net assets at year end
XI-1 Total revenue$10,210,651
XI-2 Total expenses$9,662,400
XI-3 Revenue less expenses$548,251
XI-4 Net assets at start of year$3,872,107
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,420,358

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

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