Civic Intelligence

Grace Commons Inc.

990 • Fiscal year 2021 • EIN 20-1967815

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 16, 2021

380 Encinal Street No 200Santa Cruz, CA 95060

(831) 469-1700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.72x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

13.34x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-102%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-4.1%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

7.7%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$3,080,615

Down $132,956 (-4.1%) from 2020

Net Assets

Down

$864,555

Down $168,672 (-16%) from 2020

Liabilities

Up

$2,216,060

Up $35,716 (+1.6%) from 2020

Revenue

Up

$166,088

Up $11,906 (+7.7%) from 2020

Expenses

Up

$334,760

Up $47,432 (+17%) from 2020

Net Income

Down

-$168,672

Down $35,526 (-27%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $4,185,349Liabilities 2012: $1,839,589Net Assets 2012: $2,345,7602012Assets 2013: $4,060,942Liabilities 2013: $1,878,944Net Assets 2013: $2,181,9982013Assets 2014: $3,932,145Liabilities 2014: $1,920,938Net Assets 2014: $2,011,2072014Assets 2015: $3,811,521Liabilities 2015: $1,961,713Net Assets 2015: $1,849,8082015Assets 2016: $3,696,914Liabilities 2016: $2,012,282Net Assets 2016: $1,684,6322016Assets 2017: $3,560,081Liabilities 2017: $2,047,039Net Assets 2017: $1,513,0422017Assets 2018: $3,431,729Liabilities 2018: $2,105,716Net Assets 2018: $1,326,0132018Assets 2019: $3,310,780Liabilities 2019: $2,144,407Net Assets 2019: $1,166,3732019Assets 2020: $3,213,571Liabilities 2020: $2,180,344Net Assets 2020: $1,033,2272020Assets 2021: $3,080,615Liabilities 2021: $2,216,060Net Assets 2021: $864,5552021Assets 2022: $2,939,813Liabilities 2022: $2,295,315Net Assets 2022: $644,4982022Assets 2023: $2,795,306Liabilities 2023: $2,311,357Net Assets 2023: $483,9492023Assets 2024: $2,669,385Liabilities 2024: $2,366,504Net Assets 2024: $302,8812024

Highlighted filing

2021

Assets$3,080,615
Liabilities$2,216,060
Net Assets$864,555

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2012: $118,967Expenses 2012: $301,766Net Income 2012: -$182,7992012Revenue 2013: $126,729Expenses 2013: $290,491Net Income 2013: -$163,7622013Revenue 2014: $129,447Expenses 2014: $300,238Net Income 2014: -$170,7912014Revenue 2015: $131,685Expenses 2015: $293,084Net Income 2015: -$161,3992015Revenue 2016: $135,245Expenses 2016: $300,421Net Income 2016: -$165,1762016Revenue 2017: $141,078Expenses 2017: $312,668Net Income 2017: -$171,5902017Revenue 2018: $146,365Expenses 2018: $333,394Net Income 2018: -$187,0292018Revenue 2019: $151,458Expenses 2019: $311,098Net Income 2019: -$159,6402019Revenue 2020: $154,182Expenses 2020: $287,328Net Income 2020: -$133,1462020Revenue 2021: $166,088Expenses 2021: $334,760Net Income 2021: -$168,6722021Revenue 2022: $171,835Expenses 2022: $391,892Net Income 2022: -$220,0572022Revenue 2023: $169,725Expenses 2023: $330,274Net Income 2023: -$160,5492023Revenue 2024: $178,007Expenses 2024: $359,075Net Income 2024: -$181,0682024

Highlighted filing

2021

Revenue$166,088
Expenses$334,760
Net Income-$168,672
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 16, 2021
Return Version
2020v4.1
Gross Receipts
$166,088
Mission and Program Overview

Mission

To provide low-income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,982,474$2,849,520▼ $132,954
Cash and Non-Interest-Bearing Accounts$225,961$226,882▲ $921
Accounts Receivable$933$9▼ $924
Total Assets$3,213,571$3,080,615▼ $132,956
Other Assets Total$4,203$4,204▲ $1
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,637,816$1,637,816→ $0
Other Liabilities$523,589$565,844▲ $42,255
Accounts Payable and Accrued Expenses$18,939$12,400▼ $6,539
Total Liabilities$2,180,344$2,216,060▲ $35,716
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,025,000$3,025,000→ $0
Net Assets Without Donor Restrictions$-1,991,773$-2,160,445▼ $168,672
Total Net Assets Fund Balance$1,033,227$864,555▼ $168,672
Total Liabilities and Net Assets / Fund Balance$3,213,571$3,080,615▼ $132,956

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,098,334$1,810,695$3,909,029
Land$751,186-$751,186
Other Land Buildings$0$3,184$3,184
Compensation and Service Providers

Board Members and Trustees

NameTitle
Monica MartinezChairperson
John LivingstonVice-chairperson (thru 06/21)
Ann PomperBoard Member (thru 06/21)
Joe AppenrodtBoard Member (thru 06/21)
Sandy KaplanBoard Member (thru 06/21)
Steve LabergeBoard Member (thru 06/21)
PAUL O'BRIENSecretary/treasurer (thru 06/21)
Revenue and Support

Revenue Composition

Contributions and Grants
$118,293
Program Service Revenue
$47,160
Investment Income
$107
Other Revenue
$528
Change in Net Assets
$-168,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$166,088
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$166,088
Total Revenue per Form 990
$166,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$132,954--$132,954
Interest$49,134--$49,134
Fees for Services Other$30,063--$30,063
Occupancy$27,311--$27,311
Fees for Services Accounting-$16,031-$16,031
Fees for Services Management-$10,652-$10,652
Office Expenses$10,400--$10,400
Insurance$4,155--$4,155
Travel$2,364--$2,364
Fees for Services Legal$1,680--$1,680
Other Expenses$1,669$1-$1
Total Functional Expenses$308,076$26,684$0$334,760

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$334,760
Total Expenses per Audited Statements$334,760
Total Expenses per Form 990$334,760
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$561,665
Tenant Security Deposits$4,179
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Grace commons paid encompass community services a total of $54,997 for the year ended june 30, 2021 for management services. Encompass community services plans and executes grace common's financial and exempt operations. Monica martinez is an officer of both encompass community services and grace commons. She is not compensated for her work for grace commons.

Form 990, Part VI, Section A, Line 7A

A minority number of board members shall be electd by the board of trustees of encompass community services.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's chair and questions are referred to the outside tax professional. After a full review (with modifications where necessary), the final version of the tax return is provided to the board of directors. The return is then finalized and electronically filed with the taxing authorities.

Form 990, Part VI, Section B, Line 12C

The organization requires board members to annually declare potential conflicts of interest. Board members are required to recuse themselves from voting in any matter where a conflict real or perceived may be present.

Form 990, Part VI, Section C, Line 19

Governing documents, conflicts of interest policy and financial statements are available upon written request to the organization's board of directors.

Filing and Contact Details

Filer

Filer Name
Grace Commons Inc
EIN
20-1967815
Phone
8314691700
Address
380 ENCINAL STREET NO 200, SANTA CRUZ, CA 95060

Signing Officer

Name
Monica Martinez
Title
Chairperson
Phone
8314691700
Signed
2021-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Martinez
Formed
2005
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
7

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Matthew Petroski
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income tax under internal revenue code section 501 (c)(3) and state income tax under section 23701(d) of the california revenue taxation code. Accordingly, no provision for income taxes has been made in the accompanying statements. Accounting principles generally accepted in the united states of america provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the organization in its federal and state tax returns are more likely than not to be sustained upon examination. The organization files information returns in the u.s. Federal jurisdiction and state of california. The organization's federal returns for tax years 2017 and beyond remain subject to examination by the internal revenue service. The organization's california returns for tax years 2016 and beyond remain subject to examination by the franchise tax board.

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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0188
IRS990/PYOtherExpensesAmt0287328
IRS990/PYOtherRevenueAmt0952
IRS990/PYProgramServiceRevenueAmt042116
IRS990/PYRevenuesLessExpensesAmt0-133146
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0287328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0154182
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-168672
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt047688
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0118293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0110926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0106558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0436441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt091
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0140987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0319392
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0547
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0528
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0952
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0744
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0567
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02791
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99220
IRS990ScheduleA/PublicSupportPY509Pct00.99380
IRS990ScheduleA/PublicSupportTotal509Amt0753253
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0841
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01739
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02580
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0841
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt01739
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02580
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0165453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0153042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0150634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0140987
IRS990ScheduleA/Total509Grp/TotalAmt0755833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0166088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0154182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0151458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0141078
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0759171
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02098334
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01810695
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03909029
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0334760
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0751186
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0751186
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03184
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03184
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0561665
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14179
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0166088
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) AND STATE INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR TAX YEARS 2017 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR TAX YEARS 2016 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02849520
IRS990ScheduleD/TotalExpensesPerForm990Amt0334760
IRS990ScheduleD/TotalLiabilityAmt0565844
IRS990ScheduleD/TotalRevenuePerForm990Amt0166088
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0166088
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0334760
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRACE COMMONS PAID ENCOMPASS COMMUNITY SERVICES A TOTAL OF $54,997 FOR THE YEAR ENDED JUNE 30, 2021 FOR MANAGEMENT SERVICES. ENCOMPASS COMMUNITY SERVICES PLANS AND EXECUTES GRACE COMMON'S FINANCIAL AND EXEMPT OPERATIONS. MONICA MARTINEZ IS AN OFFICER OF BOTH ENCOMPASS COMMUNITY SERVICES AND GRACE COMMONS. SHE IS NOT COMPENSATED FOR HER WORK FOR GRACE COMMONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A MINORITY NUMBER OF BOARD MEMBERS SHALL BE ELECTD BY THE BOARD OF TRUSTEES OF ENCOMPASS COMMUNITY SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S CHAIR AND QUESTIONS ARE REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS. THE RETURN IS THEN FINALIZED AND ELECTRONICALLY FILED WITH THE TAXING AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES BOARD MEMBERS TO ANNUALLY DECLARE POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING IN ANY MATTER WHERE A CONFLICT REAL OR PERCEIVED MAY BE PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CASA DE EXITO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CASA LINDA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MONARCH DISABLED HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3STEPPING OUT HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0770394105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770263695
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2770546090
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3770157232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOW-INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1380 ENCINAL STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2380 ENCINAL STREET SUITE 200

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