Civic Intelligence

Casa De Redwood Inc

EIN 23-7061992 • 501(c)3 • Walnut Creek, CA

Profile

To provide low-income rental housing for the elderly, including related facilities and services, which are specifically designed to meet the physical, social and psychological needs of the aged and to contribute to their health, security, happiness and usefulness in longer living.

590 Lennon Lane Suite 110Walnut Creek, CA 94598

www.barcelon.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.08x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.0%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$9,381,337

Up $1,850,525 (+25%) from 2023

Liabilities

Up

$279,620

Up $48,998 (+21%) from 2023

Net Assets

Up

$9,101,717

Up $1,801,527 (+25%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin84th percentile

Revenue

Up

$3,386,936

Up $222,969 (+7.0%) from 2023

Expenses

Up

$2,113,366

Up $67,037 (+3.3%) from 2023

Net Income

Up

$1,273,570

Up $155,932 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $3,391,785Liabilities 2010: $880,360Net Assets 2010: $2,511,4252010Assets 2011: $3,204,653Liabilities 2011: $622,382Net Assets 2011: $2,582,2712011Assets 2012: $3,102,254Liabilities 2012: $472,694Net Assets 2012: $2,629,5602012Assets 2013: $2,857,192Liabilities 2013: $407,690Net Assets 2013: $2,449,5022013Assets 2014: $2,814,395Liabilities 2014: $215,860Net Assets 2014: $2,598,5352014Assets 2015: $3,259,312Liabilities 2015: $223,421Net Assets 2015: $3,035,8912015Assets 2016: $3,458,385Liabilities 2016: $225,130Net Assets 2016: $3,233,2552016Assets 2017: $3,742,525Liabilities 2017: $267,195Net Assets 2017: $3,475,3302017Assets 2018: $3,786,053Liabilities 2018: $213,682Net Assets 2018: $3,572,3712018Assets 2019: $4,183,007Liabilities 2019: $255,651Net Assets 2019: $3,927,3562019Assets 2020: $5,094,120Liabilities 2020: $220,779Net Assets 2020: $4,873,3412020Assets 2021: $5,973,260Liabilities 2021: $227,472Net Assets 2021: $5,745,7882021Assets 2022: $6,366,793Liabilities 2022: $222,281Net Assets 2022: $6,144,5122022Assets 2023: $7,530,812Liabilities 2023: $230,622Net Assets 2023: $7,300,1902023Assets 2024: $9,381,337Liabilities 2024: $279,620Net Assets 2024: $9,101,7172024

Highlighted filing

2024

Assets$9,381,337
Liabilities$279,620
Net Assets$9,101,717
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,131,6362010Expenses 2011: $1,270,8402011Expenses 2012: $1,377,8772012Expenses 2013: $1,465,7402013Revenue 2014: $1,691,818Expenses 2014: $1,536,428Net Income 2014: $155,3902014Revenue 2015: $2,459,618Expenses 2015: $1,994,555Net Income 2015: $465,0632015Revenue 2016: $2,496,411Expenses 2016: $2,310,203Net Income 2016: $186,2082016Revenue 2017: $2,434,275Expenses 2017: $2,300,750Net Income 2017: $133,5252017Revenue 2018: $2,585,871Expenses 2018: $2,436,351Net Income 2018: $149,5202018Revenue 2019: $2,728,186Expenses 2019: $2,475,521Net Income 2019: $252,6652019Revenue 2020: $2,718,045Expenses 2020: $1,848,071Net Income 2020: $869,9742020Revenue 2021: $2,770,109Expenses 2021: $2,133,953Net Income 2021: $636,1562021Revenue 2022: $3,034,142Expenses 2022: $2,081,739Net Income 2022: $952,4032022Revenue 2023: $3,163,967Expenses 2023: $2,046,329Net Income 2023: $1,117,6382023Revenue 2024: $3,386,936Expenses 2024: $2,113,366Net Income 2024: $1,273,5702024

Highlighted filing

2024

Revenue$3,386,936
Expenses$2,113,366
Net Income$1,273,570
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,381,337
Liabilities
$279,620
Net assets
$9,101,717
Revenue
$3,386,936
Expenses
$2,113,366
Net income
$1,273,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.38$0.28$9.10$3.39$2.11$1.27
2023Detailed filing. Detailed filing data is available for this year.$7.53$0.23$7.30$3.16$2.05$1.12
2022Detailed filing. Detailed filing data is available for this year.$6.37$0.22$6.14$3.03$2.08$0.95
2021Detailed filing. Detailed filing data is available for this year.$5.97$0.23$5.75$2.77$2.13$0.64
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.22$4.87$2.72$1.85$0.87
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.26$3.93$2.73$2.48$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.79$0.21$3.57$2.59$2.44$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.74$0.27$3.48$2.43$2.30$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.23$3.23$2.50$2.31$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.22$3.04$2.46$1.99$0.47
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.22$2.60$1.69$1.54$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.41$2.45$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.47$2.63$1.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.62$2.58$1.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.88$2.51$1.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Jun 26, 2025
Return Version
2023v6.0
Gross Receipts
$3,386,936
Mission and Program Overview

Mission

To provide low-income rental housing for the elderly, including related facilities and services, which are specifically designed to meet the physical, social and psychological needs of the aged and to contribute to their health, security, happiness and usefulness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,408,127$4,522,715▲ $1,114,588
Savings and Temporary Cash Investments$1,978,377$2,195,751▲ $217,374
Land, Buildings, and Equipment, Net$1,218,163$1,463,551▲ $245,388
Cash and Non-Interest-Bearing Accounts$557,536$1,005,586▲ $448,050
Prepaid Expenses and Deferred Charges$112,598$75,159▼ $37,439
Accounts Receivable$16,491$26,370▲ $9,879
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,530,812$9,381,337▲ $1,850,525
Other Assets Total$239,520$92,205▼ $147,315
Liabilities
Accounts Payable and Accrued Expenses$70,891$117,004▲ $46,113
Mortgage Notes Payable Secured by Investment Property$99,450$99,450→ $0
Other Liabilities$59,719$60,264▲ $545
Deferred Revenue$562$2,902▲ $2,340
Total Liabilities$230,622$279,620▲ $48,998
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,300,190$9,101,717▲ $1,801,527
Total Net Assets Fund Balance$7,300,190$9,101,717▲ $1,801,527
Total Liabilities and Net Assets / Fund Balance$7,530,812$9,381,337▲ $1,850,525

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,073,881$4,385,153$5,459,034
Other Land Buildings$241,384$1,791,936$2,033,320
Land$148,286-$148,286
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Liliane Lamotte PaetkauPresident
Andrew FrischVice President
Carol ChiversMember
Ellen HaasMember
Keith SonbergMember
Paul MichelMember
Bennett KuhnSecretary
Kenneth MacwayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,437,443
Program Service Revenue
$750,156
Investment Income
$199,337
Other Revenue
$0
Change in Net Assets
$1,273,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,360,140
Revenue Not Reported on Financial Statements
$26,796
Revenue Not Reported on Form 990
$527,957
Other Revenue Adjustments
$26,796
Total Revenue per Audited Statements
$3,888,097
Total Revenue per Form 990
$3,386,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,417,858
Salaries, Compensation, and Employee Benefits$695,508
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$743,836--$743,836
Other Salaries and Wages$601,552--$601,552
Depreciation Depletion$314,416--$314,416
Fees for Services Management-$111,195-$111,195
Office Expenses$61,602--$61,602
Other Employee Benefits$48,216--$48,216
Payroll Taxes$45,399--$45,399
Information Technology$19,604--$19,604
Fees for Services Other-$14,884-$14,884
Other Expenses$14,510$54,068-$14,510
Fees for Services Accounting-$10,783-$10,783
Insurance$3,372--$3,372
All Other Expenses$2,322--$2,322
Advertising$1,230--$1,230
Fees for Services Legal$803--$803
Pension Plan Contributions$341--$341
Conferences and Meetings-$205-$205
Total Functional Expenses$1,922,231$191,135$0$2,113,366

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,113,366
Expenses per Audited Statements$2,086,570
Total Expenses per Audited Statements$2,086,570
Expenses Not Reported on Financial Statements$26,796
Other Expense Adjustments$26,796
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$60,264
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The project is managed by barcelon associates management corporation (bamc). Bamc is responsible for the day to day operations of the low-income housing project, including maintenance of accounting records, rent collection, facility maintenance, etc.”

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

“The board shall consist of twelve directors of the corporation, at least one-third of whom shall be members of the first congregational church of redwood city, california ("the sponsor").”

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

“No candidate proposed to serve as a representative of the sponsor may be submitted to the board for nomination unless previously approved by the "church council" of the sponsor.”

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

“The initial review of the 990 is performed by the director of asset management of bamc. The return is then presented to the board of directors for final approval.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Casa de Redwood Inc
EIN
23-7061992
Phone
9259510762
Address
590 Lennon Lane Suite 110, Walnut Creek, CA 94598

Signing Officer

Name
Liliane Lamotte Paetkau
Title
President
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liliane Lamotte Paetkau
Formed
1966
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Aprio Advisory Group LLC
Address
2002 Summit Blvd Ste 120, Atlanta, GA 30319
Preparer
James W Godbee Jr
Phone
2292456040
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The corporation has been granted tax-exempt status by the internal revenue service under code section 501(c)(3) and by the california franchise tax board under code section 23701(d). The corporation believes that it does not have any uncertain tax positions that are material to the financial statements. The federal and state information returns for the years ending october 31, 2023, 2022, 2021, and 2020 are subject to examination by regulatory agencies, generally for three and four years after they were filed for the federal and state returns, respectively.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Board acct asset mgmt fee-net with rev $26796”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Board account asset management fees $26796”

Raw XML AppendixShowing 400 of 524 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt070891
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0117004
IRS990/AccountsReceivableGrp/BOYAmt016491
IRS990/AccountsReceivableGrp/EOYAmt026370
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME RENTAL HOUSING FOR THE ELDERLY, INCLUDING RELATED FACILITIES AND SERVICES, WHICH ARE SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/AdvertisingGrp/ProgramServicesAmt01230
IRS990/AdvertisingGrp/TotalAmt01230
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02322
IRS990/AllOtherExpensesGrp/TotalAmt02322
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BARCELON ASSOC MGMT CORP
IRS990/BooksInCareOfDetail/PhoneNum09259510762
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0590 LENNON LANE STE 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094598
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0557536
IRS990/CashNonInterestBearingGrp/EOYAmt01005586
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0205
IRS990/ConferencesMeetingsGrp/TotalAmt0205
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02437443
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0199337
IRS990/CYOtherExpensesAmt01417858
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0750156
IRS990/CYRevenuesLessExpensesAmt01273570
IRS990/CYSalariesCompEmpBnftPaidAmt0695508
IRS990/CYTotalExpensesAmt02113366
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03386936
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0562
IRS990/DeferredRevenueGrp/EOYAmt02902
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0314416
IRS990/DepreciationDepletionGrp/TotalAmt0314416
IRS990/Desc0THE CORPORATION WAS ORGANIZED TO DEVELOP, OWN AND OPERATE AN APARTMENT COMPLEX CONSISTING OF 136 RENTAL UNITS FOR LOW-INCOME SENIORS IN REDWOOD CITY, CALIFORNIA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01922231
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010783
IRS990/FeesForServicesAccountingGrp/TotalAmt010783
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0803
IRS990/FeesForServicesLegalGrp/TotalAmt0803
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0111195
IRS990/FeesForServicesManagementGrp/TotalAmt0111195
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt014884
IRS990/FeesForServicesOtherGrp/TotalAmt014884
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LILIANE LAMOTTE PAETKAU
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREW FRISCH
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH MACWAY
IRS990/Form990PartVIISectionAGrp/PersonNm3BENNETT KUHN
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL CHIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm5ELLEN HAAS
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL MICHEL
IRS990/Form990PartVIISectionAGrp/PersonNm7KEITH SONBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt02437443
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03386936
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt019604
IRS990/InformationTechnologyGrp/TotalAmt019604
IRS990/InsuranceGrp/ProgramServicesAmt03372
IRS990/InsuranceGrp/TotalAmt03372
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0199337
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0199337
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03408127
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04522715
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06177089
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01218163
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01463551
IRS990/LandBldgEquipCostOrOtherBssAmt07640640
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE LOW-INCOME RENTAL HOUSING FOR THE ELDERLY, INCLUDING RELATED FACILITIES AND SERVICES, WHICH ARE SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt099450
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt099450
IRS990/NetAssetsOrFundBalancesBOYAmt07300190
IRS990/NetAssetsOrFundBalancesEOYAmt09101717
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0527957
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07300190
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09101717
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0743836
IRS990/OccupancyGrp/TotalAmt0743836
IRS990/OfficeExpensesGrp/ProgramServicesAmt061602
IRS990/OfficeExpensesGrp/TotalAmt061602
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0239520
IRS990/OtherAssetsTotalGrp/EOYAmt092205
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt048216
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048216
IRS990/OtherExpensesGrp/Desc0TENANT SERVICE EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE EXPENSES
IRS990/OtherExpensesGrp/Desc3WORKERS COMPENSATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054068
IRS990/OtherExpensesGrp/ProgramServicesAmt049443
IRS990/OtherExpensesGrp/ProgramServicesAmt115585
IRS990/OtherExpensesGrp/ProgramServicesAmt214510
IRS990/OtherExpensesGrp/TotalAmt054068
IRS990/OtherExpensesGrp/TotalAmt149443
IRS990/OtherExpensesGrp/TotalAmt215585
IRS990/OtherExpensesGrp/TotalAmt314510
IRS990/OtherLiabilitiesGrp/BOYAmt059719
IRS990/OtherLiabilitiesGrp/EOYAmt060264
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0601552
IRS990/OtherSalariesAndWagesGrp/TotalAmt0601552
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt045399
IRS990/PayrollTaxesGrp/TotalAmt045399
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0341
IRS990/PensionPlanContributionsGrp/TotalAmt0341
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0112598
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075159
IRS990/PrincipalOfficerNm0LILIANE LAMOTTE PAETKAU
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/Desc0LAUNDRY & VENDING
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/Desc3TENANT RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25878
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3734074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3734074
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02324517
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0138294
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01386868
IRS990/PYProgramServiceRevenueAmt0701156
IRS990/PYRevenuesLessExpensesAmt01117638
IRS990/PYSalariesCompEmpBnftPaidAmt0659461
IRS990/PYTotalExpensesAmt02046329
IRS990/PYTotalRevenueAmt03163967
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01273570
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0750156
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01978377
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02195751
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02437443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02324517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02193410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02037748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02004976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010998094
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0199337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0138294
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0164994
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt053216
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031293
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0587134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0750156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0701156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0675738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0679145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0681776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03487971
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0199337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0138294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0164994
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt053216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0587134
IRS990ScheduleA/InvestmentIncomeCYPct00.03900
IRS990ScheduleA/InvestmentIncomePYPct00.02930
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96100
IRS990ScheduleA/PublicSupportPY509Pct00.97070
IRS990ScheduleA/PublicSupportTotal509Amt014486065
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03187599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03025673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02869148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02716893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02686752
IRS990ScheduleA/Total509Grp/TotalAmt014486065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03386936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03163967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03034142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02770109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02718045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015073199
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01073881
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04385153
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05459034
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt026796
IRS990ScheduleD/ExpensesSubtotalAmt02086570
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0148286
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0148286
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0527957
IRS990ScheduleD/OtherExpensesNotIncludedAmt026796
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0241384
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01791936
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02033320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060264
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenant Security Deposits
IRS990ScheduleD/OtherRevenuesNotIncludedAmt026796
IRS990ScheduleD/RevenueNotReportedAmt0527957
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026796
IRS990ScheduleD/RevenueSubtotalAmt03360140
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3) AND BY THE CALIFORNIA FRANCHISE TAX BOARD UNDER CODE SECTION 23701(D). THE CORPORATION BELIEVES THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS ENDING OCTOBER 31, 2023, 2022, 2021, AND 2020 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED FOR THE FEDERAL AND STATE RETURNS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOARD ACCT ASSET MGMT FEE-NET WITH REV $26796
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BOARD ACCOUNT ASSET MANAGEMENT FEES $26796
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S

Document Assets

No mirrored PDF or thumbnail assets are attached yet.