Civic Intelligence

St Nicholas Foundation Inc

EIN 23-7108388 • 501(c)3 • Stevenson Ranch, CA

Profile

Provide low income housing for senior citizens

25876 The Old Road Suite 252Stevenson Ranch, CA 91381

n/A

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-1.1%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Down

$8,174,955

Down $362,619 (-4.2%) from 2023

Liabilities

Down

$143,605

Down $298,114 (-67%) from 2023

Net Assets

Down

$8,031,350

Down $64,505 (-0.8%) from 2023

Revenue

Down

$1,588,705

Down $295,976 (-16%) from 2023

Expenses

Down

$1,369,855

Down $476,648 (-26%) from 2023

Net Income

Up

$218,850

Up $180,672 (+473%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,716,289Liabilities 2011: $1,057,012Net Assets 2011: $659,2772011Assets 2012: $1,743,448Liabilities 2012: $950,127Net Assets 2012: $793,3212012Assets 2013: $1,923,241Liabilities 2013: $890,895Net Assets 2013: $1,032,3462013Assets 2014: $1,985,502Liabilities 2014: $784,815Net Assets 2014: $1,200,6872014Assets 2015: $2,150,997Liabilities 2015: $707,599Net Assets 2015: $1,443,3982015Assets 2016: $2,247,098Liabilities 2016: $605,819Net Assets 2016: $1,641,2792016Assets 2017: $5,550,151Liabilities 2017: $541,983Net Assets 2017: $5,008,1682017Assets 2018: $5,720,831Liabilities 2018: $382,754Net Assets 2018: $5,338,0772018Assets 2019: $8,149,763Liabilities 2019: $2,611,196Net Assets 2019: $5,538,5672019Assets 2020: $8,010,867Liabilities 2020: $2,473,506Net Assets 2020: $5,537,3612020Assets 2021: $8,039,133Liabilities 2021: $2,475,730Net Assets 2021: $5,563,4032021Assets 2022: $8,365,374Liabilities 2022: $123,392Net Assets 2022: $8,241,9822022Assets 2023: $8,537,574Liabilities 2023: $441,719Net Assets 2023: $8,095,8552023Assets 2024: $8,174,955Liabilities 2024: $143,605Net Assets 2024: $8,031,3502024

Highlighted filing

2024

Assets$8,174,955
Liabilities$143,605
Net Assets$8,031,350

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $710,9212011Expenses 2012: $646,6382012Revenue 2013: $851,038Expenses 2013: $612,013Net Income 2013: $239,0252013Revenue 2014: $772,610Expenses 2014: $604,269Net Income 2014: $168,3412014Revenue 2015: $831,262Expenses 2015: $588,551Net Income 2015: $242,7112015Revenue 2016: $834,313Expenses 2016: $636,432Net Income 2016: $197,8812016Revenue 2017: $4,165,041Expenses 2017: $798,152Net Income 2017: $3,366,8892017Revenue 2018: $1,141,914Expenses 2018: $817,559Net Income 2018: $324,3552018Revenue 2019: $1,078,803Expenses 2019: $878,313Net Income 2019: $200,4902019Revenue 2020: $991,062Expenses 2020: $992,268Net Income 2020: -$1,2062020Revenue 2021: $1,410,638Expenses 2021: $1,384,596Net Income 2021: $26,0422021Revenue 2022: $4,300,538Expenses 2022: $1,621,959Net Income 2022: $2,678,5792022Revenue 2023: $1,884,681Expenses 2023: $1,846,503Net Income 2023: $38,1782023Revenue 2024: $1,588,705Expenses 2024: $1,369,855Net Income 2024: $218,8502024

Highlighted filing

2024

Revenue$1,588,705
Expenses$1,369,855
Net Income$218,850

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$0.14$8.03$1.59$1.37$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.54$0.44$8.10$1.88$1.85$0.04
2022Detailed filing. Detailed filing data is available for this year.$8.37$0.12$8.24$4.30$1.62$2.68
2021Detailed filing. Detailed filing data is available for this year.$8.04$2.48$5.56$1.41$1.38$0.03
2020Detailed filing. Detailed filing data is available for this year.$8.01$2.47$5.54$0.99$0.99$0.00
2019Detailed filing. Detailed filing data is available for this year.$8.15$2.61$5.54$1.08$0.88$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.72$0.38$5.34$1.14$0.82$0.32
2017Detailed filing. Detailed filing data is available for this year.$5.55$0.54$5.01$4.17$0.80$3.37
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.61$1.64$0.83$0.64$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.71$1.44$0.83$0.59$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.78$1.20$0.77$0.60$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.89$1.03$0.85$0.61$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.95$0.79$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.06$0.66$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,588,705
Mission and Program Overview

Mission

Provide low income housing for senior citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,857,692$2,905,139▲ $47,447
Savings and Temporary Cash Investments$2,323,152$2,402,129▲ $78,977
Investments Other Securities$2,250,000$1,489,586▼ $760,414
Land, Buildings, and Equipment, Net$515,100$577,570▲ $62,470
Investments in Publicly Traded Securities$293,273$388,871▲ $95,598
Accounts Receivable$62,710$228,424▲ $165,714
Prepaid Expenses and Deferred Charges$85,647$93,236▲ $7,589
Other Notes and Loans Receivable, Net$150,000$90,000▼ $60,000
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,537,574$8,174,955▼ $362,619
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$87,500$87,500→ $0
Other Liabilities$337,282$28,182▼ $309,100
Accounts Payable and Accrued Expenses$14,080$27,923▲ $13,843
Deferred Revenue$2,857--
Total Liabilities$441,719$143,605▼ $298,114
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,095,855$8,031,350▼ $64,505
Total Net Assets Fund Balance$8,095,855$8,031,350▼ $64,505
Total Liabilities and Net Assets / Fund Balance$8,537,574$8,174,955▼ $362,619

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$324,268$2,463,132$2,787,400
Equipment-$349,531$349,531
Land$206,022-$206,022
Leasehold Improvements$47,280$82,231$129,511
Closely Held Equity Interests$1,489,586--
Compensation and Service Providers

Board Members and Trustees

NameTitle
George KeziosPresident
Mihail KoulakisVice President
Dimitri SourkasDirector
Trevon KeziosDirector
Howard Daniel BarefootSecretary
Theodore KarlakisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,692,704
Investment Income
$292,695
Other Revenue
$-396,694
Change in Net Assets
$218,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$883,981
Grants and Similar Amounts Paid$303,639
Salaries, Compensation, and Employee Benefits$182,235
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$229,500--$229,500
Other Salaries and Wages$170,919--$170,919
Insurance$132,586$6,031-$138,617
All Other Expenses$78,467$31,694-$110,161
Fees for Services Management$103,282--$103,282
Depreciation Depletion$67,311--$67,311
Foreign Grants$64,039--$64,039
Travel-$42,101-$42,101
Other Expenses$35,758--$35,758
Office Expenses$33,689--$33,689
Fees for Services Accounting$14,200$10,750-$24,950
Payroll Taxes$11,316--$11,316
Grants to Domestic Individuals$10,100--$10,100
Fees for Services Legal$3,867--$3,867
Total Functional Expenses$1,279,279$90,576$0$1,369,855
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Hope and ProspTarpon Springs, FL-Educational and Religious$35,000
Childrens Hospital of LaLos Angeles, CA-Educational and Religious$20,000
FiliSan Jose, CA-Educational and Religious$19,500
Boys & Girls Club of West ValCanoga Park, CA-Educational and Religious$10,000
Boys and Girls Club of ScvSanta Clarita, CA-Educational and Religious$10,000
Greed Orthodox Archdiocese AmNew York, NY-Educational and Religious$10,000
Harmony ProjectLos Angeles, CA-Educational and Religious$10,000
Holy Cross School of Th EologBrookline, MA-Educational and Religious$10,000
Home Boy IndustriesLos Angeles, CA-Educational and Religious$10,000
IoccBaltimore, MD-Educational and Religious$10,000
Kids N Cancer - Camp AgapeSan Francisco, CA-Educational and Religious$10,000
La Family HousingLos Angeles, CA-Educational and Religious$10,000
Pal Youth CampNorthridge, CA-Educational and Religious$10,000
Svc Senior CenterSanta Clarita, CA-Educational and Religious$10,000
Union Rescue MissionLos Angeles, CA-Educational and Religious$10,000
Valley Performing Arts CenterLos Angeles, CA-Educational and Religious$10,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeReligious Education & SupportReligious Education & Support00$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
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
Security Deposits$28,182
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
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
Yes
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

Management duties of HUD subsidized rental properties include: rent collection, HUD compliance, property maintenance, bill paying.

Form 990, Part VI, Section A, Line 6

Organization is a nonstock corporation with a board of directors.

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

Members of the Board have these rights.

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

Members of the Board can appoint Board Members upon vote.

Form 990, Part VI, Section A, Line 8B

Documented with Board Minutes

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

Board President reviews 990 before filing and provides board members with draft copy for comments and questions.

Form 990, Part VI, Section C, Line 19

Information is available upon request and form 990 is open to public inspection.

Filing and Contact Details

Filer

Filer Name
St Nicholas Foundation Inc
EIN
23-7108388
Phone
8188864040
Address
25876 THE OLD ROAD SUITE 252, STEVENSON RANCH, CA 91381

Signing Officer

Name
George Kezios
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Kezios
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Porter & Hunt Llp
Address
155 N RIVERVIEW DRIVE SUITE 115, ANAHEIM, CA 92808
Preparer
Kevin A Hunt
Phone
9499167320
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Equity adjustment to investment = -$283355

Raw XML AppendixShowing 400 of 650 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.

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