Esperance Center FY2022 filing

Tax-deductible

Malibu, CA501(c)(3)Human ServicesEIN 95-3760211

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The care and education of developmentally disabled adults.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$193K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
6 of 6
filings with a surplus
Average surplus $281K a year · 13% of revenue · last 6 filings
Looks good: a surplus in 6 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
$193K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $69
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$163K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+4% vs prior year
Spent
$1.7M
To programs
86%
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
$1.8M
FY2022▲ +4%
Revenue by fiscal year
FY2020$1.6M
FY2021$1.7M
FY2022$1.8M
FY2023$2.1M
FY2024$2.2M
FY2025$3.1M
Expenses
$1.7M
FY2022▲ +6%
Expenses by fiscal year
FY2020$1.6M
FY2021$1.6M
FY2022$1.7M
FY2023$1.9M
FY2024$2.0M
FY2025$2.3M
Net assets
$1.8M
FY2022▲ +3%
Net assets by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.8M
FY2023$2.1M
FY2024$2.5M
FY2025$3.4M

From the FY2022 Form 990 (year ending May 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1983.

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% · $1.4M Management & general 14% · $240K

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

8 people listed on the 990; $193K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Derector, Ec
$89,450Pt VII · Sec A
Director, Ecn
$81,284Pt VII · Sec A
Exec Director
$22,100Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

James Obradovic’s $127K as Director is at the 59th percentile of top reported officer pay among 3869 $1–10M human services 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 · 4 named individuals · Part VII

NameFY2025FY2023FY2022FY2021FY2020
James Obradovic$127,000$95,801$89,450$88,000$78,550
Deanna Tyree$102,990$80,085$81,284$82,284$75,034
Barbara Hasselquist$35,750$22,100$22,100$21,400$18,400
Phillip Smith$992————

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides care and education for adults with developmental disabilities.

Provided by the organization

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2 program services account for $1.4M of program spending, described in the organization's own filed words · FY2021.
01

Residential care and education of developmentally disabled adults.

$883Kprogram expense
02

Outpatient day care services for developmentally disabled adults. Total expenses for both programs included above.

$563Kprogram 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 · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$69

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Fees for servicesLn 2g$1.7M
Gifts and grantsLn 1h$83K
Investment incomeLn 3$29K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.4M
Managementcol C$240K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$806K
Total assetsLn 16$2.0M
LiabilitiesLn 26$163K
PeoplePt VI, VII
8
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$83K
Government grantsLn 1e$25K
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$29K
Gains on assetsLn 7$0
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$401K
SavingsLn 2$405K
Cash and savings togetherLn 1–2$806K
InvestmentsLn 11–13$595K
Land, buildings, equipmentLn 10c$356K
Other assetsLn 15$52K
Total assetsLn 16$2.0M
LiabilitiesLn 26$163K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 547
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$714K$806K
InvestmentsLn 11–13$654K$595K
Land, buildings, equipmentLn 10c$289K$356K
Total assetsLn 16$1.8M$2.0M
LiabilitiesLn 26$97K$163K
Net assetsLn 32$1.7M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
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$193K$193K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.0M$1.0M
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$102K$92K$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K$4K$405
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$5K$4K$498
Advertising and promotionLn 12$4K$4K$421
Office expensesLn 13$2K$2K$180
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$26K$24K$3K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$31K$28K$3K
InsuranceLn 23$33K$30K$3K
Other expenses (24a–d)Ln 24$172K$155K$17K
All other expensesLn 24e$90K$81K$9K
Total functional expensesLn 25$1.7M$1.4M$240K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.1M$2.3M$808K$3.4M 990 PDF
FY2024 $2.2M$2.0M$227K$2.5M 990 PDF
FY2023 $2.1M$1.9M$298K$2.1M 990 PDF
FY2022 Viewing $1.8M$1.7M$123K$1.8M 990 PDF
FY2021 $1.7M$1.6M$154K$1.7M 990 PDF
FY2020 $1.6M$1.6M$76K$1.5M 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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $1,808,831 across 10 lines filed
VIII-1e Government grants$25,000
VIII-1f All other contributions, gifts and grants$58,439
VIII-1h Total contributions, gifts and grants$83,439
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,696,663$1,696,663
VIII-3 Investment incomeRelated to mission $28,729$28,729
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-12 Total revenueRelated to mission $1,725,392$1,808,831
Part IX · Statement of functional expenses $1,685,700 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
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 staffManagement $192,834$192,834
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,023,538$1,023,538
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $91,652 · Management $10,184$101,836
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $3,645 · Management $405$4,050
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $4,476 · Management $498$4,974
IX-12 Advertising and promotionPrograms $3,789 · Management $421$4,210
IX-13 Office expensesPrograms $1,617 · Management $180$1,797
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $23,760 · Management $2,640$26,400
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $28,284 · Management $3,143$31,427
IX-23 InsurancePrograms $29,867 · Management $3,318$33,185
IX-24 Other expenses (24a–d)Programs $154,585 · Management $17,175$171,760
IX-24e All other expensesPrograms $80,722 · Management $8,967$89,689
IX-25 Total functional expensesPrograms $1,445,935 · Management $239,765 · Fundraising $0$1,685,700
Part X · Balance sheet $1,957,898 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $370,884$400,978
X-2 Savings and temporary cash investmentsStart of year $343,179$404,761
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $143,562$142,119
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $6,349$6,952
X-10c Land, buildings and equipment, netStart of year $289,081$355,646
X-11 Publicly traded securitiesStart of year $653,599$595,416
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $598$38
X-15 Other assetsStart of year $34,514$51,988
X-16 Total assetsStart of year $1,841,766$1,957,898
X-17 Accounts payable and accrued expensesStart of year $58,161$107,296
X-26 Total liabilitiesStart of year $96,678$163,482
X-32 Total net assets or fund balancesStart of year $1,745,088$1,794,416
X-33 Total liabilities and net assetsStart of year $1,841,766$1,957,898
Part XI · Reconciliation of net assets $1,794,416 net assets at year end
XI-1 Total revenue$1,808,831
XI-2 Total expenses$1,685,700
XI-3 Revenue less expenses$123,131
XI-4 Net assets at start of year$1,745,088
XI-5 Net unrealized gains (losses) on investments−$73,803
XI-10 Net assets at end of year$1,794,416

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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