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Nonprofit · EIN 68-0103877

SOUTHSIDE UNLIMITED

Tax-exempt · SACRAMENTO, CA 95826

Financials

$4.4M$4.5M2023$6.1M$6.1M2024$8.5M$6.7M2025
Revenue Expenses · by fiscal year end
Financials of SOUTHSIDE UNLIMITED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$8,476,364$6,748,756$1,727,608$4,488,573$1,820,467$2,668,106
December 31, 2024990$6,077,166$6,081,725-$4,559$2,831,084$1,890,586$940,498
December 31, 2023990$4,396,880$4,548,719-$151,839$2,741,470$1,723,677$1,017,793
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,267,892
Program service revenue
$7,197,611
Investment income
$10,861
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$4,358,660
Salaries, compensation and benefits (total)
$5,099,449
Professional fundraising fees
$0
Legal fees
$38,704
Occupancy
$52,280
Program services (functional)
$6,343,328
Management and general (functional)
$404,489
Fundraising (functional)
$939

Balance sheet and other

Total assets, start of year
$2,831,084
Total assets, end of year
$4,488,573
Total liabilities, end of year
$1,820,467
Net assets, end of year
$2,668,106
Land, buildings and equipment
$130,950
Net assets without donor restrictions
$2,668,106
Gross receipts
$8,476,364
Employees
132
Year formed
1986
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Kate HaleckyTreasurer
Trustee or director, Officer
1$0
Lorna WarringtonPresident
Trustee or director, Officer
1$0
Christina PonteBoard Member
Trustee or director
1$0
Pierce C WelchBoard Member
Trustee or director
1$0
Robin RhoadesBoard Member
Trustee or director
40$0
Katherine WallenCEO
Trustee or director, Officer
1$0
Judi CutaiaVice Chair
Trustee or director, Officer
1$0
Mary ThornsberryBoard Member
Trustee or director
1$0
Sergio ValenzuelaSecretary
Trustee or director, Officer
1$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
Kate HaleckyTreasurer
Trustee or director, Officer
1$0
Lorna WarringtonPresident
Trustee or director, Officer
1$0
Christina PonteBoard Member
Trustee or director
1$0
Pierce C WelchBoard Member
Trustee or director
1$0
Robin RhoadesBoard Member
Trustee or director
40$0
Katherine WallenCEO
Trustee or director, Officer
1$0
Judi CutaiaVice Chair
Trustee or director, Officer
1$0
Mary ThornsberryBoard Member
Trustee or director
1$0
Sergio ValenzuelaSecretary
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Kate HaleckyTreasurer
Trustee or director, Officer
1$0
Lorna WarringtonPresident
Trustee or director, Officer
1$0
Christina PonteBoard Member
Trustee or director
1$0
Pierce C WelchBoard Member
Trustee or director
1$0
Robin RhoadesBoard Member
Trustee or director
40$0
Katherine WallenCEO
Trustee or director, Officer
1$0
Judi CutaiaVice Chair
Trustee or director, Officer
1$0
Mary ThornsberryBoard Member
Trustee or director
1$0
Sergio ValenzuelaSecretary
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
8345 FOLSOM BLVD STE 101, SACRAMENTO, CA 95826-3547
Principal officer (990 for 2025)
Katherine Wallen, 8345 Folsom Blvd Ste 101, Sacramento, CA 95826
Signed the 990
Katherine Wallen, CEO
Phone
(916) 387-8080
Return prepared by
Galt CPA Professional Corporation

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0103877 or by the name SOUTHSIDE UNLIMITED.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Southside Unlimited provides education and occupational programs for developmentally disabled adult individuals.

990 for the year ended December 31, 2025

Program accomplishments

  • Employment services providing job training, preparedness, development, and placement for adults with developmental disabilities.
    Expenses $2,532,411
  • Passage - non-ratioed program providing services for adults with behavioral challenges
    Expenses $2,328,621
  • Fine arts based day programs for developmentally disabled adults
    Expenses $1,482,296
  • Other Program Services Expenses

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
68-0103877
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P820)
Assets (IRS master file)
$4,488,573
Income (IRS master file)
$8,476,364

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$8,476,364$6,748,756$4,488,573IRS
990December 2024$6,077,166$6,081,725$2,831,084XML
990December 2023$4,396,880$4,548,719$2,741,470XML
990December 2022$3,475,038$3,526,951$2,659,661IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0103877).

Questions about SOUTHSIDE UNLIMITED

What is the EIN of SOUTHSIDE UNLIMITED?
The employer identification number (EIN) of SOUTHSIDE UNLIMITED is 68-0103877.
Is SOUTHSIDE UNLIMITED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to SOUTHSIDE UNLIMITED tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHSIDE UNLIMITED file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHSIDE UNLIMITED due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHSIDE UNLIMITED last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SOUTHSIDE UNLIMITED?
The 990 for the year ended December 31, 2025 names Katherine Wallen.
Who are the officers and directors of SOUTHSIDE UNLIMITED?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does SOUTHSIDE UNLIMITED have?
On its 990 for the year ended December 31, 2025 it reported revenue of $8,476,364, expenses of $6,748,756 and total assets of $4,488,573 at year end.

Other nonprofits in SACRAMENTO

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