San Gabriel Valley Training Center Residential Facility

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To provide residential and supportive services for adults with intellectual and developmental disabilities. To achieve this mission the organization has constructed three residential homes and a recreation building.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Run by 10 volunteers and 39 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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 $47K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$260K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $2.3M
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$246K
21% of total assets
Looks good: liabilities are 21% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.6M
+40% vs prior year
Spent
$5.1M
To programs
95%
Net assets
$948K
By yearFY2020–FY2025
Revenue
$4.6M
FY2025▲ +40%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.3M
FY2021$2.6M
FY2022$2.2M
FY2023$3.2M
FY2024$3.3M
FY2025$4.6M
Expenses
$5.1M
FY2025▲ +67%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.3M
FY2021$2.4M
FY2022$2.3M
FY2023$2.8M
FY2024$3.1M
FY2025$5.1M
Net assets
$948K
FY2025▼ -35%
Tap a bar for its year
Net assets by fiscal year
FY2020$717K
FY2021$872K
FY2022$866K
FY2023$1.2M
FY2024$1.5M
FY2025$948K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1984.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $4.9M Management & general 5% · $262K

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

9 people listed on the 990; $260K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$160,417Pt VII · Sec A
Executive Director (end 11/24)
$99,622Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan Harmon$99,622$216,120$136,694$117,105$114,562$108,150
C Thomas Cook$160,417—————

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

Offers housing and support for adults with intellectual and developmental disabilities.

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Provided by the organization

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2 programs · $4.9M · in their own filed words · FY2024
01

Operation of three residential homes that provide permanent housing and support for adults with intellectual and developmental disabilities. Each resident receives services specific to their level of disability/need. This is the main focus of the operation.

$4.8Mprogram expense
02

Respite care provided to off-site families that have intellectually and developmentally disabled adults in their homes. This allows family members or caregivers time for shopping, medical appointments, short vacations, or other similar activities.

$49Kprogram expense

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
Total grants receivedfrom 2 funders$2.3M
Grants paid · 1 grant · $2.2M · 2024–2024
The Roland CenterCA · FY2024$2,246,500

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$4.6M
Ln 12
Fees for servicesLn 2g$2.3M
Gifts and grantsLn 1h$2.3M
Investment incomeLn 3$19K
Money outPt IX
$5.1M
Ln 25
Programscol B$4.9M
Managementcol C$262K
Owns and owesPt X
$948K
net assets · Ln 32
Cash and savingsLn 1–2$321K
Total assetsLn 16$1.2M
LiabilitiesLn 26$246K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Fees for servicesLn 2g$2.3M
Investment incomeLn 3$19K
Other incomeLn 4–11$4K
Total revenueLn 12$4.6M
Assets in detailPt X, end of year
CashLn 1$248K
SavingsLn 2$73K
Cash and savings togetherLn 1–2$321K
Land, buildings, equipmentLn 10c$350K
Total assetsLn 16$1.2M
LiabilitiesLn 26$246K
Net assetsLn 32$948K
OperationsPt I, VI
EmployeesI 539
VolunteersI 610
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 FY25End FY25
Cash and savingsLn 1–2$937K$321K
Land, buildings, equipmentLn 10c$270K$350K
Total assetsLn 16$1.7M$1.2M
LiabilitiesLn 26$257K$246K
Net assetsLn 32$1.5M$948K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.2M$2.2M
Pay of current officers, directors and key staffLn 5$261K$235K$26K
Other salaries and wagesLn 7$1.3M$1.2M$128K
Pension plan contributionsLn 8$21K$19K$2K
Other employee benefitsLn 9$370K$333K$37K
Payroll taxesLn 10$122K$109K$12K
Accounting feesLn 11c$43K$39K$4K
Other fees for servicesLn 11g$132K$132K
Office expensesLn 13$100K$90K$10K
OccupancyLn 16$144K$130K$14K
TravelLn 17$15K$14K$2K
Conferences, conventions and meetingsLn 19$3K$3K$291
Depreciation, depletion and amortizationLn 22$45K$41K$5K
InsuranceLn 23$23K$21K$2K
Other expenses (24a–d)Ln 24$306K$288K$18K
All other expensesLn 24e$14K$14K$746
Total functional expensesLn 25$5.1M$4.9M$262K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $4.6M$5.1M−$503K$948K 990 PDF
FY2024 $3.3M$3.1M$242K$1.5M 990 PDF
FY2023 $3.2M$2.8M$342K$1.2M 990 PDF
FY2022 $2.2M$2.3M−$6K$866K 990 PDF
FY2021 $2.6M$2.4M$156K$872K 990 PDF
FY2020 $2.3M$2.3M$49K$717K 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 FY2025 990 (6 parts)
Part I · Summary $4,627,142 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,142,265$2,296,028
I-9 Program service revenuePrior year $2,150,359$2,307,598
I-10 Investment incomePrior year $15,239$19,016
I-11 Other revenuePrior year $0$4,500
I-12 Total revenuePrior year $3,307,863$4,627,142
I-13 Grants and similar amounts paidPrior year $0$2,246,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,458,694$2,056,322
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,607,320$826,874
I-18 Total expensesPrior year $3,066,014$5,129,696
I-19 Revenue less expensesPrior year $241,849−$502,554
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $4,627,142 across 7 lines filed
VIII-1d Related organizations$2,290,978
VIII-1f All other contributions, gifts and grants$5,050
VIII-1h Total contributions, gifts and grants$2,296,028
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,307,598$2,307,598
VIII-3 Investment incomeExcluded from tax $19,016$19,016
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $4,500$4,500
VIII-12 Total revenueRelated to mission $2,307,598 · Unrelated business $0 · Excluded from tax $23,516$4,627,142
Part IX · Statement of functional expenses $5,129,696 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $2,246,500$2,246,500
IX-5 Pay of current officers, directors and key staffPrograms $235,010 · Management $26,112$261,122
IX-7 Other salaries and wagesPrograms $1,153,505 · Management $128,168$1,281,673
IX-8 Pension plan contributionsPrograms $19,322 · Management $2,147$21,469
IX-9 Other employee benefitsPrograms $333,355 · Management $37,039$370,394
IX-10 Payroll taxesPrograms $109,498 · Management $12,166$121,664
IX-11c Accounting feesPrograms $38,700 · Management $4,300$43,000
IX-11g Other fees for servicesPrograms $132,123$132,123
IX-13 Office expensesPrograms $90,060 · Management $10,008$100,068
IX-16 OccupancyPrograms $129,818 · Management $14,425$144,243
IX-17 TravelPrograms $13,825 · Management $1,536$15,361
IX-19 Conferences, conventions and meetingsPrograms $2,616 · Management $291$2,907
IX-22 Depreciation, depletion and amortizationPrograms $40,613 · Management $4,513$45,126
IX-23 InsurancePrograms $20,840 · Management $2,316$23,156
IX-24 Other expenses (24a–d)Programs $287,944 · Management $18,499$306,443
IX-24e All other expensesPrograms $13,701 · Management $746$14,447
IX-25 Total functional expensesPrograms $4,867,430 · Management $262,266 · Fundraising $0$5,129,696
Part X · Balance sheet $1,193,653 assets, 12 lines filed
Asset lines not itemized here account for $212,197; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $863,326$248,232
X-2 Savings and temporary cash investmentsStart of year $73,223$72,590
X-4 Accounts receivableStart of year $155,616$272,849
X-9 Prepaid expenses and deferred chargesStart of year $28,481$37,465
X-10c Land, buildings and equipment, netStart of year $269,905$350,320
X-16 Total assetsStart of year $1,706,796$1,193,653
X-17 Accounts payable and accrued expensesStart of year $256,520$245,931
X-26 Total liabilitiesStart of year $256,520$245,931
X-27 Net assets without donor restrictionsStart of year $1,413,070$910,516
X-28 Net assets with donor restrictionsStart of year $37,206$37,206
X-32 Total net assets or fund balancesStart of year $1,450,276$947,722
X-33 Total liabilities and net assetsStart of year $1,706,796$1,193,653
Part XI · Reconciliation of net assets $947,722 net assets at year end
XI-1 Total revenue$4,627,142
XI-2 Total expenses$5,129,696
XI-3 Revenue less expenses−$502,554
XI-4 Net assets at start of year$1,450,276
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$947,722

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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