Resource Exchange Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
ADVOCATING FOR INDEPENDENCE AND INCLUSION, THE RESOURCE EXCHANGE PARTNERS WITH CHILDREN AND ADULTS WHO HAVE A VARIETY OF DISABILITIES, DELAYS, MENTAL HEALTH OR LONG-TERM CARE NEEDS. WE DO THIS USING A PERSON-CENTERED APPROACH IN COORDINATING CARE, PROMOTING CHOICES, AND COLLABORATING WITH COMMUNITY PARTNERS.
- Income
- $45.4 million
- Spending
- $43.0 million
- Spent on programs
- 92%
- Reserves
- 2 months of spending
- Largest source of income
- fees for its services, 98%
- Employees
- 624
- Volunteers
- 75
- Highest pay
- $203,976, ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 65 out of 100. Higher than 51% of charities in its peer group (human services, $10m to $100m).
Reserves
10 of 35Spendable reserves would cover 2.0 months of spending.
Debt
10 of 20It owes 36% of what it owns.
Living within its means
15 of 15Income exceeded spending by 5% of income.
Income trend
15 of 15Income rose 15% on the year before.
Spending floor
15 of 1592% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 90 out of 100. Higher than 16% of charities in its peer group (human services, $10m to $100m).
Independent board
25 of 2514 of 14 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
0 of 10Did not give 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
15 of 15Its accounts were audited 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 June 30, 2025, 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 (5)
- $30.1 million spent. SERVICE COORDINATION, OR CASE MANAGEMENT AS IT IS COMMONLY CALLED, IS AN INDIVIDUALLY CENTERED, FAMILY AND COMMUNITY-FOCUSED SERVICE IN WHICH PROGRAMS AND RESOURCES ARE COORDINATED TO ENHANCE PEOPLES LIVES AND BUILD INDEPENDENCE. SERVICE COORDINATORS NAVIGATE AN ARRAY OF SUPPORTS THAT ARE AVAILABLE FOR INDIVIDUALS, HOW TO BECOME ELIGIBLE, AND HOW TO REQUEST AND ACCESS SERVICES. THE GOAL OF SERVICE COORDINATION IS TO ASSURE THAT NECESSARY SERVICES ARE PROVIDED EFFECTIVELY AND EFFICIENTLY THROUGH ESTABLISHING MEANINGFUL RELATIONSHIPS WITH EACH INDIVIDUAL, THEIR FAMILY, AND THE COMMUNITY IN WHICH THEY LIVE, WORK, AND PLAY. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 10,481.
- $8.6 million spent. EARLY INTERVENTION (EI) PROVIDES DEVELOPMENTAL SUPPORTS AND SERVICES TO CHILDREN BIRTH TO 3 YEARS OF AGE WHO HAVE A SIGNIFICANT DEVELOPMENTAL DELAY AND THEIR FAMILIES. TRE PROVIDES SERVICES SUCH AS SPEECH, PHYSICAL AND OCCUPATIONAL THERAPY, DEVELOPMENTAL INTERVENTION, VISION AND AUDIOLOGICAL SERVICES AND PSYCHOLOGICAL/SOCIAL EMOTIONAL SERVICES. SERVICES ARE PROVIDED AT NO COST TO FAMILIES. MORE THAN 30% OF CHILDREN RECEIVING SERVICES THROUGH THIS PROGRAM WILL GRADUATE AND NOT REQUIRE ADDITIONAL SPECIAL SUPPORTS FOR THE REST OF THEIR LIVES. EARLY CHILDHOOD SERVICES EXPANSION PROVIDES A VARIETY OF EARLY CHILDHOOD MENTAL HEALTH (ECMH) SUPPORTS AND SERVICES TO BUILD STRONG SOCIAL EMOTIONAL DEVELOPMENT IN YOUNG CHILDREN 0-8 YEARS OF AGE AND ENHANCE THE CAPACITY OF PARENTS AND OTHER CAREGIVERS TO EFFECTIVELY SUPPORT THEIR CHILDREN'S DEVELOPMENT. ECMH FOCUSES ON TIERED SUPPORTS TO ADDRESS PROMOTION OF SOCIAL EMOTIONAL DEVELOPMENT, PREVENTION OF RISK FACTORS FOR BEHAVIOR AND SOCIAL EMOTIONAL CHALLENGES, AND INTERVENTION FOR CHILDREN ALREADY EXPERIENCING CHALLENGES AND THEIR FAMILIES. EI AND ECMH SERVED MORE THAN 3,038 CHILDREN AND CAREGIVERS IN FY24. EARLY INTERVENTION (EI) PROVIDES DEVELOPMENTAL SUPPORTS AND SERVICES TO CHILDREN BIRTH TO 3 YEARS OF AGE WHO HAVE A SIGNIFICANT DEVELOPMENTAL DELAY AND THEIR FAMILIES. TRE PROVIDES SERVICES SUCH AS SPEECH, PHYSICAL AND OCCUPATIONAL THERAPY, DEVELOPMENTAL INTERVENTION, VISION AND AUDIOLOGICAL SERVICES AND PSYCHOLOGICAL/SOCIAL EMOTIONAL SERVICES. SERVICES ARE PROVIDED AT NO COST TO FAMILIES. MORE THAN 30% OF CHILDREN RECEIVING SERVICES THROUGH THIS PROGRAM WILL GRADUATE AND NOT REQUIRE ADDITIONAL SPECIAL SUPPORTS FOR THE REST OF THEIR LIVES. EARLY CHILDHOOD SERVICES EXPANSION PROVIDES A VARIETY OF EARLY CHILDHOOD MENTAL HEALTH (ECMH) SUPPORTS AND SERVICES TO BUILD STRONG SOCIAL EMOTIONAL DEVELOPMENT IN YOUNG CHILDREN 0-8 YEARS OF AGE AND ENHANCE THE CAPACITY OF PARENTS AND OTHER CAREGIVERS TO EFFECTIVELY SUPPORT THEIR CHILDREN'S DEVELOPMENT. ECMH FOCUSES ON TIERED SUPPORTS TO ADDRESS PROMOTION OF SOCIAL EMOTIONAL DEVELOPMENT, PREVENTION OF RISK FACTORS FOR BEHAVIOR AND SOCIAL EMOTIONAL CHALLENGES, AND INTERVENTION FOR CHILDREN ALREADY EXPERIENCING CHALLENGES AND THEIR FAMILIES. EI AND ECMH SERVED MORE THAN 3,038 CHILDREN AND CAREGIVERS IN FY24.
- $485,652 spent. COMPREHENSIVE SERVICES ARE DESIGNED FOR ADULTS WITH DEVELOPMENTAL DISABILITIES WHO NEED MORE INTENSIVE SUPERVISION AND ASSISTANCE IN THEIR DAILY LIVES. PEOPLE IN THIS PROGRAM LIVE ON THEIR OWN, IN A HOST HOME WITH A FAMILY OR INDIVIDUAL WHO CARES FOR THE PERSON IN THEIR HOME, OR A GROUP HOME RUN BY A SERVICE AGENCY. COMPREHENSIVE SERVICES ARE DESIGNED TO HELP EACH PERSON ACHIEVE THE GOALS THEY SET FOR THEMSELVES. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,771.
- $245,211 spent. SUPPORTED LIVING SERVICES IS A PROGRAM FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THAT ENABLE A PERSON TO REMAIN IN CONTROL OF HIS OR HER OWN LIVING ARRANGEMENTS AND BE INCLUDED IN THEIR COMMUNITY. THE PARTICIPANT CHOOESE WHERE THEY LIVE, WORK, AND PLAY, WHO SUPPORTS THEM AND WHAT TYPE OF SUPPORTS THEY NEED. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,437. EXPENSES: 156,498 REVENUE: 148,506 CHILDRENS EXTENSIVE SUPPORT INTENDED TO PROVIDE NEEDED SERVICES AND SUPPORTS TO ELIGIBLE CHILDREN UNDER THE AGE OF EIGHTEEN YEARS IN ORDER FOR THE CHILDREN TO REMAIN IN OR RETURN TO THE FAMILY HOME. SERVICES ARE TARGETED TO CHILDREN HAVING EXTENSIVE SUPPORT NEEDS, WHICH REQUIRE CONSTANT LINE-OF-SIGHT SUPERVISION DUE TO SIGNIFICANTLY CHALLENGING BEHAVIORS AND/OR COEXISTING MEDICAL CONDITIONS. AVAILABLE SERVICES INCLUDE PERSONAL ASSISTANCE, HOUSEHOLD MODIFICATION, SPECIALIZED MEDICAL EQUIPMENT AND SUPPLIES, PROFESSIONAL SERVICES AND COMMUNITY CONNECTION SERVICES. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,515. EXPENSES: 88,713 REVENUE: 63,447
- SUPPORTED LIVING SERVICES IS A PROGRAM FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THAT ENABLE A PERSON TO REMAIN IN CONTROL OF HIS OR HER OWN LIVING ARRANGEMENTS AND BE INCLUDED IN THEIR COMMUNITY. THE PARTICIPANT CHOOESE WHERE THEY LIVE, WORK, AND PLAY, WHO SUPPORTS THEM AND WHAT TYPE OF SUPPORTS THEY NEED. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,437. EXPENSES: 156,498 REVENUE: 148,506 CHILDRENS EXTENSIVE SUPPORT INTENDED TO PROVIDE NEEDED SERVICES AND SUPPORTS TO ELIGIBLE CHILDREN UNDER THE AGE OF EIGHTEEN YEARS IN ORDER FOR THE CHILDREN TO REMAIN IN OR RETURN TO THE FAMILY HOME. SERVICES ARE TARGETED TO CHILDREN HAVING EXTENSIVE SUPPORT NEEDS, WHICH REQUIRE CONSTANT LINE-OF-SIGHT SUPERVISION DUE TO SIGNIFICANTLY CHALLENGING BEHAVIORS AND/OR COEXISTING MEDICAL CONDITIONS. AVAILABLE SERVICES INCLUDE PERSONAL ASSISTANCE, HOUSEHOLD MODIFICATION, SPECIALIZED MEDICAL EQUIPMENT AND SUPPLIES, PROFESSIONAL SERVICES AND COMMUNITY CONNECTION SERVICES. THE NUMBER OF CONSUMERS PROVIDED SERVICES WAS 1,515. EXPENSES: 88,713 REVENUE: 63,447
Source: Form 990 for the year ending June 30, 2025, 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 November 6, 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 June 2025.
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 September 1967.
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 November 4, 2026.
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