Civic Intelligence

Altavita Village Community Foundation

990 • Fiscal year 2021 • EIN 20-3651997

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 13, 2022

Organization Profilewww.livealtavita.org
17050 Arnold Dr POBox H-103Riverside, CA 92518-2806

(951) 567-5831

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

56th percentile

10%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

148%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$270,322

Up $25,196 (+10%) from 2020

Net Assets

Up

$270,322

Up $25,196 (+10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin27th percentile

Revenue

Up

$349,453

Up $208,794 (+148%) from 2020

Expenses

Down

$375,133

Down $268,160 (-42%) from 2020

Net Income

Up

-$25,680

Up $476,954 (+95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2010: $36,763Liabilities 2010: $16,042Net Assets 2010: $20,7212010Assets 2011: $31,127Liabilities 2011: $0Net Assets 2011: $31,1272011Assets 2012: $165,759Net Assets 2012: $165,7592012Assets 2013: $115,369Liabilities 2013: $0Net Assets 2013: $115,3692013Assets 2014: $215,648Liabilities 2014: $5,480Net Assets 2014: $210,1682014Assets 2015: $126,480Liabilities 2015: $0Net Assets 2015: $126,4802015Assets 2016: $182,279Liabilities 2016: $0Net Assets 2016: $182,2792016Assets 2017: $238,151Liabilities 2017: $0Net Assets 2017: $238,1512017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $747,762Liabilities 2019: $0Net Assets 2019: $747,7622019Assets 2020: $245,126Liabilities 2020: $0Net Assets 2020: $245,1262020Assets 2021: $270,322Liabilities 2021: $0Net Assets 2021: $270,3222021Assets 2022: $278,897Liabilities 2022: $0Net Assets 2022: $278,8972022Assets 2023: $253,289Liabilities 2023: $0Net Assets 2023: $253,2892023Assets 2024: $216,979Liabilities 2024: $0Net Assets 2024: $216,9792024

Highlighted filing

2021

Assets$270,322
Liabilities$0
Net Assets$270,322
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $62,537Expenses 2010: $69,095Net Income 2010: -$6,5582010Revenue 2011: $166,716Expenses 2011: $2,933Net Income 2011: $163,7832011Revenue 2012: $146,426Expenses 2012: $11,794Net Income 2012: $134,6322012Revenue 2013: $165,659Expenses 2013: $216,049Net Income 2013: -$50,3902013Revenue 2014: $243,680Expenses 2014: $143,026Net Income 2014: $100,6542014Revenue 2015: $157,538Expenses 2015: $241,226Net Income 2015: -$83,6882015Revenue 2016: $213,707Expenses 2016: $157,908Net Income 2016: $55,7992016Revenue 2017: $293,123Expenses 2017: $237,251Net Income 2017: $55,8722017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $605,867Expenses 2019: $65,911Net Income 2019: $539,9562019Revenue 2020: $140,659Expenses 2020: $643,293Net Income 2020: -$502,6342020Revenue 2021: $349,453Expenses 2021: $375,133Net Income 2021: -$25,6802021Revenue 2022: $104,186Expenses 2022: $70,415Net Income 2022: $33,7712022Revenue 2023: $41,992Expenses 2023: $67,600Net Income 2023: -$25,6082023Revenue 2024: $35,800Expenses 2024: $22,135Net Income 2024: $13,6652024

Highlighted filing

2021

Revenue$349,453
Expenses$375,133
Net Income-$25,680
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 13, 2022
Return Version
2021v4.1
Gross Receipts
$349,453
Mission and Program Overview

Mission

Improve the quality of life for residents of Westmont Village. Provide support for residents who become unable to pay fees to remain as residents of Westmont Village. Provide recreation, socialization and entertainment services to residents. Provide an interface organization with Westmont Village for resident concerns, problems and requests.

Improve the quality of life for residents of Westmont Village provide support for residents in health mobility recreation entertainment

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$245,126$270,322▲ $25,196
Rtn Earn Endowment Incm Other Fnds$245,126$270,322▲ $25,196
Total Assets$245,126$270,322▲ $25,196
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$245,126$270,322▲ $25,196
Total Liabilities and Net Assets / Fund Balance$245,126$270,322▲ $25,196
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Bill R BaltazarChairman
Robert MillerVice Chairman
Carol UeckerDirector
Charles HaleDirector
Daniel NejaDirector
Gary JenningsDirector
Howard SweeneyDirector
Jonathon GreenbergDirector
Ronald EnglebretsonDirector
Jo CrosbieSecretary
James a PembertonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$310,798
Program Service Revenue
$38,310
Investment Income
$345
Other Revenue
$0
All Other Contributions
$257,430
Change in Net Assets
$-25,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$315,133
Grants and Similar Amounts Paid$60,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Office Expenses-$1,777-$1,777
Other Expenses$1,041--$1,041
Total Functional Expenses$373,356$1,777$0$375,133
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Inland Empire CommFoundatRiverside, CA501c3Support local nonprofit$60,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 1A

“no differences”

Part VI Line 11B

“The document is filed on the foundation's computer and is available to any”

Part VI Line 11B

“who request to see it. hard copy is also available to all.”

Part VI Line 19

“Prinouts are made available on request.”

Part VI Sec 15

“No officers are paid. This is a volunteer operation.”

Part VI Sec 19

“Reports are available to the public on request electronically or”

Part VI Sec C

“Any documents possessed by the Foundation are available”

Filing and Contact Details

Filer

Filer Name
Altavita Village Community Foundation
EIN
20-3651997
In Care Of
% James A Pemberton
Phone
9515675831
Address
17050 Arnold Dr POBox H-103, Riverside, CA 92518-2806

Signing Officer

Name
James a Pemberton
Title
Treasurer
Phone
9515675831
Signed
2022-03-13

Organization Details

Principal Officer
Bill R Baltazar
Formed
2006
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
45
Supplemental Narrative

Additional Explanations

Part III Line 4D

“Expenses: $9000.00 including grants of: $0.00 Revenue: $5980.00”

Part III Line 4D

“The Resident Council at Westmont Village is part of the Foundation and is”

Part III

“the interface between the residents and village management.”

Part III Line 4D

“Expenses: $5052.00 including grants of: $0.00 Revenue: $11962.00”

Part III Line 4D

“Village Shoppe - The Foundation's retail operation for basic”

Part III Line 4D

“neccesities for residents, some of which lack mobility.”

Part III Line 4D

“Expenses: $1500.00 including grants of: $0.00 Revenue: $11921.00”

Part III Line 4D

“Thrift shop - Foundation accepts donations of household items and sells”

Part III Line 4D

“them to the general public”

Part III,Sec 4D

“Concert,Trail,Resident Council,Activities, Entertainment”

Part V1 Sec B11b

“All directors have access to 990 on the corporate computers.”

Pt. VIII Sec 1F

“Attorney General directed fund transfers due bankruptcy.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0157629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0160591
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0800
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IRS990ScheduleA/InvestmentIncomeCYPct00.00099
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt0681674
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IRS990ScheduleA/PublicSupportPY509Pct00.73000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0293123
IRS990ScheduleA/Total509Grp/TotalAmt01037049
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01720427
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
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IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support local nonprofit
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Inland Empire CommFoundat
IRS990ScheduleI/RecipientTable/RecipientEIN0330748536
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03700 6th StS
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Riverside
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092501
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0no differences
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The document is filed on the foundation's computer and is available to any
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2who request to see it. hard copy is also available to all.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prinouts are made available on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Expenses: $9000.00 including grants of: $0.00 Revenue: $5980.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Resident Council at Westmont Village is part of the Foundation and is
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6the interface between the residents and village management.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Expenses: $5052.00 including grants of: $0.00 Revenue: $11962.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Village Shoppe - The Foundation's retail operation for basic
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9neccesities for residents, some of which lack mobility.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Expenses: $1500.00 including grants of: $0.00 Revenue: $11921.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Thrift shop - Foundation accepts donations of household items and sells
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12them to the general public
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Concert,Trail,Resident Council,Activities, Entertainment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14All directors have access to 990 on the corporate computers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15No officers are paid. This is a volunteer operation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Reports are available to the public on request electronically or
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Any documents possessed by the Foundation are available
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Attorney General directed fund transfers due bankruptcy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part III,Sec 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part V1 Sec B11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Part VI Sec 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part VI Sec 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Part VI Sec C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Pt. VIII Sec 1f
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01777
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0373356
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0270322
IRS990/TotalOtherProgSrvcExpenseAmt015552
IRS990/TotalOtherProgSrvcRevenueAmt029863
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt026389
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IRS990/TotalProgramServiceExpensesAmt0319735
IRS990/TotalProgramServiceRevenueAmt038310
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038655
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0349453
IRS990/TotalVolunteersCnt045
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IRS990/USAddress/AddressLine1Txt016759 Thomas White
IRS990/USAddress/CityNm0Riverside

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$270,322
Liabilities
$0
Net assets
$270,322
Revenue
$349,453
Expenses
$375,133
Net income
-$25,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.36$0.22$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.42$0.68$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.04$0.70$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$3.49$3.75$0.26
2020Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$1.41$6.43$5.03
2019Summary only. Only limited summary data is available for this year.$7.48$0.00$7.48$6.06$0.66$5.40
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$2.93$2.37$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.14$1.58$0.56
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.58$2.41$0.84
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.05$2.10$2.44$1.43$1.01
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.66$2.16$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$1.66$1.46$0.12$1.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.67$0.03$1.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.16$0.21$0.63$0.69$0.07