Congruent Lives Inc
Public records show a registered, tax-exempt organization in good standing.
Points to look into
- Only 47% of its spending went to programs.
These come from the organization's own tax return. There may be a good explanation; ask the charity.
What it says it does
We are here to support your journey to wellness and empowerment. We believe the key to feeling empowered is living congruently, in other words, in a matter which our beliefs, sense-of-self, and actions reflect our true selves.
- Income
- $1.2 million
- Spending
- $1.1 million
- Spent on programs
- 47%
- Reserves
- 16.8 months of spending
- Largest source of income
- fees for its services, 96%
- Employees
- 10
- Highest pay
- $150,000, ceo
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 85 out of 100. Higher than 67% of charities in its peer group (human services, $1m to $10m).
Reserves
35 of 35Spendable reserves would cover 16.8 months of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
15 of 15Income exceeded spending by 14% of income.
Income trend
15 of 15Income rose 18% on the year before.
Spending floor
0 of 1547% of spending went to programs.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Fair: 65 out of 100. Higher than 16% of charities in its peer group (human services, $1m to $10m).
Independent board
5 of 250 of 3 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
0 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $259,602 spent. CalOptima is us working with low income families to provide quality of care. Our 5 CalOptima credentialed providers supported the community by providing XXX clinical sessions to support CalOptima referrals. The reimbursement for each session is $XXXX for 60 minutes.
- $214,538 spent. Re-Engagement is paid through the Fullerton Joint Union High School District for general counseling support for students and sometimes parents. Frequency is determined in a case-by-case basis. A total of XXXX sessions of Re-Engagement services were provided for the 2024-25 school year.
- $17,858 spent. EHRMS is paid through the La Habra City School District for on-site school psychologist support. A total of XXX sessions of EHRMS services were provided for the 2024-2025 school year.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 2019.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.