Civic Intelligence

First Congregational Memorial Tower

990 • Fiscal year 2016 • EIN 23-7384453

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 22, 2016

Organization ProfileN/A
PO Box 7070Pasadena, CA 91109

(323) 258-3512

Siviq Scores

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

Liabilities / Assets

84th percentile

0.63x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.93x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-2.7%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.5%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$1,870,863

Down $51,392 (-2.7%) from 2015

Net Assets

Up

$687,465

Up $166,656 (+32%) from 2015

Liabilities

Down

$1,183,398

Down $218,048 (-16%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin76th percentile

Revenue

Up

$1,270,884

Up $19,003 (+1.5%) from 2015

Expenses

Down

$1,066,180

Down $52,351 (-4.7%) from 2015

Net Income

Up

$204,704

Up $71,354 (+54%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$10M$5.0M$0Assets 2015: $1,922,255Liabilities 2015: $1,401,446Net Assets 2015: $520,8092015Assets 2016: $1,870,863Liabilities 2016: $1,183,398Net Assets 2016: $687,4652016Assets 2017: $1,695,130Liabilities 2017: $919,681Net Assets 2017: $775,4492017Assets 2018: $7,679,655Liabilities 2018: $7,287,275Net Assets 2018: $392,3802018Assets 2019: $6,862,403Liabilities 2019: $6,559,814Net Assets 2019: $302,5892019Assets 2020: $6,744,470Liabilities 2020: $6,431,367Net Assets 2020: $313,1032020Assets 2021: $6,684,595Liabilities 2021: $6,332,209Net Assets 2021: $352,3862021Assets 2022: $6,531,054Liabilities 2022: $6,219,239Net Assets 2022: $311,8152022Assets 2025: $9,862,841Liabilities 2025: $5,820,553Net Assets 2025: $4,042,2882025

Highlighted filing

2016

Assets$1,870,863
Liabilities$1,183,398
Net Assets$687,465
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,251,881Expenses 2015: $1,118,531Net Income 2015: $133,3502015Revenue 2016: $1,270,884Expenses 2016: $1,066,180Net Income 2016: $204,7042016Revenue 2017: $1,286,172Expenses 2017: $1,105,026Net Income 2017: $181,1462017Revenue 2018: $1,323,715Expenses 2018: $1,706,784Net Income 2018: -$383,0692018Revenue 2019: $1,377,621Expenses 2019: $1,467,412Net Income 2019: -$89,7912019Revenue 2020: $1,431,741Expenses 2020: $1,421,227Net Income 2020: $10,5142020Revenue 2021: $1,444,960Expenses 2021: $1,405,677Net Income 2021: $39,2832021Revenue 2022: $1,449,134Expenses 2022: $1,489,705Net Income 2022: -$40,5712022Revenue 2025: $3,399,170Expenses 2025: $1,964,801Net Income 2025: $1,434,3692025

Highlighted filing

2016

Revenue$1,270,884
Expenses$1,066,180
Net Income$204,704
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 22, 2016
Return Version
2015v2.0
Gross Receipts
$1,270,884
Mission and Program Overview

Mission

To operate a 100 unit senior citizen housing complex which serves the low-income, elderly and handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,367,952$1,224,205▼ $143,747
Cash and Non-Interest-Bearing Accounts$75,991$149,565▲ $73,574
Prepaid Expenses and Deferred Charges$42,028$41,600▼ $428
Accounts Receivable$665$2,264▲ $1,599
Savings and Temporary Cash Investments-$0-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,922,255$1,870,863▼ $51,392
Other Assets Total$435,619$453,229▲ $17,610
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,336,842$1,097,669▼ $239,173
Accounts Payable and Accrued Expenses$38,281$57,018▲ $18,737
Other Liabilities$26,323$28,711▲ $2,388
Total Liabilities$1,401,446$1,183,398▼ $218,048
Net Assets / Fund Balance
Unrestricted Net Assets$520,809$687,465▲ $166,656
Total Net Assets Fund Balance$520,809$687,465▲ $166,656
Total Liabilities and Net Assets / Fund Balance$1,922,255$1,870,863▼ $51,392

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$960,205$3,868,943$4,829,148
Other Land Buildings-$528,801$528,801
Land$264,000-$264,000
Other Assets Org$28,711--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mike BurrowsPresident
Ed HomVice President
Glenn DunhamDirector
Joan RawlingsDirector
Marla McbrideDirector
Jane HaubertCFO
Jane AhernSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,269,414
Investment Income
$1,470
Other Revenue
$0
Change in Net Assets
$204,704

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,270,884
Total Revenue per Audited Statements
$1,270,884
Total Revenue per Form 990
$1,270,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$823,940
Salaries, Compensation, and Employee Benefits$242,240
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$98,628$90,594-$189,222
Depreciation Depletion$143,747--$143,747
Interest$102,918--$102,918
Fees for Services Management$71,700--$71,700
Insurance$58,877$7,459-$66,336
All Other Expenses$7,774$43,624-$51,398
Other Employee Benefits$19,474$17,890-$37,364
Other Expenses$27,621--$27,621
Payroll Taxes$8,159$7,495-$15,654
Fees for Services Accounting-$10,385-$10,385
Office Expenses-$7,342-$7,342
Conferences and Meetings-$2,835-$2,835
Fees for Services Legal-$124-$124
Total Functional Expenses$878,432$187,748$0$1,066,180

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,066,180
Total Expenses per Audited Statements$1,066,180
Total Expenses per Form 990$1,066,180
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
TENANTS' SECURITY DEPOSITS$28,711
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Responsible for the daily operations of the housing project.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is initially reviewed by falkenberg/gilliam and associates finance department and then forwarded to the board members for review and signature.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
First Congregational Memorial Tower
EIN
23-7384453
Phone
3232583512
Address
PO BOX 7070, PASADENA, CA 91109

Signing Officer

Name
Mike Burrows
Title
President
Signed
2016-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Burrows
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
7

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Steven W Northcote
Phone
6192947200
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Surplus cash distribution to calhfa = -$38048”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d)of the california revenue and taxation code. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.the organization is not a private foundation.the organization's return of organization exempt from income tax return for the years ended june 30, 2016, 2015, 2014 and 2013 are subject to examination by the internal revenue service and state taxing authorities, generally three to four years after the returns were filed.”

Raw XML AppendixShowing 400 of 473 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/BOYAmt038281
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt057018
IRS990/AccountsReceivableGrp/BOYAmt0665
IRS990/AccountsReceivableGrp/EOYAmt02264
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A 100 UNIT SENIOR CITIZEN HOUSING COMPLEX WHICH SERVES THE LOW-INCOME, ELDERLY AND HANDICAPPED.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt043624
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07774
IRS990/AllOtherExpensesGrp/TotalAmt051398
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0FALKENBERGGILLIAM ASSOC
IRS990/BooksInCareOfDetail/PhoneNum03232583512
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 7070
IRS990/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091109
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt075991
IRS990/CashNonInterestBearingGrp/EOYAmt0149565
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02835
IRS990/ConferencesMeetingsGrp/TotalAmt02835
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01470
IRS990/CYOtherExpensesAmt0823940
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01269414
IRS990/CYRevenuesLessExpensesAmt0204704
IRS990/CYSalariesCompEmpBnftPaidAmt0242240
IRS990/CYTotalExpensesAmt01066180
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01270884
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0143747
IRS990/DepreciationDepletionGrp/TotalAmt0143747
IRS990/Desc0CALHFA PROJECT NO.75-081-S PROVIDES 100 UNITS OF RENTAL HOUSING TO LOW-INCOME, ELDERLY AND HANDICAPPED TENANTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0878432
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010385
IRS990/FeesForServicesAccountingGrp/TotalAmt010385
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0124
IRS990/FeesForServicesLegalGrp/TotalAmt0124
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt071700
IRS990/FeesForServicesManagementGrp/TotalAmt071700
IRS990/FeesForServicesOtherGrp/TotalAmt00
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/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/PersonNm0GLENN DUNHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1JANE AHERN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARLA MCBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOAN RAWLINGS
IRS990/Form990PartVIISectionAGrp/PersonNm4JANE HAUBERT
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE BURROWS
IRS990/Form990PartVIISectionAGrp/PersonNm6ED HOM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01270884
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt07459
IRS990/InsuranceGrp/ProgramServicesAmt058877
IRS990/InsuranceGrp/TotalAmt066336
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0102918
IRS990/InterestGrp/TotalAmt0102918
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01470
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01470
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04397744
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01367952
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01224205
IRS990/LandBldgEquipCostOrOtherBssAmt05621949
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A 100 UNIT SENIOR CITIZEN HOUSING COMPLEX WHICH SERVES THE LOW-INCOME, ELDERLY AND HANDICAPPED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01336842
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01097669
IRS990/NetAssetsOrFundBalancesBOYAmt0520809
IRS990/NetAssetsOrFundBalancesEOYAmt0687465
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07342
IRS990/OfficeExpensesGrp/TotalAmt07342
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0435619
IRS990/OtherAssetsTotalGrp/EOYAmt0453229
IRS990/OtherChangesInNetAssetsAmt0-38048
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017890
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019474
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037364
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2GARBAGE AND TRASH REMOVAL
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0179499
IRS990/OtherExpensesGrp/ProgramServicesAmt1130872
IRS990/OtherExpensesGrp/ProgramServicesAmt229163
IRS990/OtherExpensesGrp/ProgramServicesAmt327621
IRS990/OtherExpensesGrp/TotalAmt0179499
IRS990/OtherExpensesGrp/TotalAmt1130872
IRS990/OtherExpensesGrp/TotalAmt229163
IRS990/OtherExpensesGrp/TotalAmt327621
IRS990/OtherLiabilitiesGrp/BOYAmt026323
IRS990/OtherLiabilitiesGrp/EOYAmt028711
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt090594
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt098628
IRS990/OtherSalariesAndWagesGrp/TotalAmt0189222
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07495
IRS990/PayrollTaxesGrp/ProgramServicesAmt08159
IRS990/PayrollTaxesGrp/TotalAmt015654
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042028
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041600
IRS990/PrincipalOfficerNm0MIKE BURROWS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc1TENANT ASSISTANCE PAYMENT
IRS990/ProgramServiceRevenueGrp/Desc2TENANT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03630
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1865636
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2400148
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1865636
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2400148
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01010
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0875722
IRS990/PYProgramServiceRevenueAmt01250871
IRS990/PYRevenuesLessExpensesAmt0133350
IRS990/PYSalariesCompEmpBnftPaidAmt0242809
IRS990/PYTotalExpensesAmt01118531
IRS990/PYTotalRevenueAmt01251881
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0204704
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01269414
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01983
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03732
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01269414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01250871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01237466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01231218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01201756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06190725
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01983
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03732
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09400
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt06190725
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01269414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01250871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01237466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01231218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01201756
IRS990ScheduleA/Total509Grp/TotalAmt06190725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01270884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01251881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01238671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01233201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01205488
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06200125
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0960205
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03868943
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04829148
IRS990ScheduleD/ExpensesSubtotalAmt01066180
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0264000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0264000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt035136
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1326714
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt262668
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt328711
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURANCE IMPOUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FUND FOR OPERATIONS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANTS' SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0528801
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0528801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028711
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANTS' SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt01270884
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D)OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.THE ORGANIZATION IS NOT A PRIVATE FOUNDATION.THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX RETURN FOR THE YEARS ENDED JUNE 30, 2016, 2015, 2014 AND 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY THREE TO FOUR YEARS AFTER THE RETURNS WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01224205
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0453229
IRS990ScheduleD/TotalExpensesPerForm990Amt01066180
IRS990ScheduleD/TotalLiabilityAmt028711
IRS990ScheduleD/TotalRevenuePerForm990Amt01270884
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01270884
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01066180
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RESPONSIBLE FOR THE DAILY OPERATIONS OF THE HOUSING PROJECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS INITIALLY REVIEWED BY FALKENBERG/GILLIAM AND ASSOCIATES FINANCE DEPARTMENT AND THEN FORWARDED TO THE BOARD MEMBERS FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SURPLUS CASH DISTRIBUTION TO CALHFA = -$38048
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,870,863
Liabilities
$1,183,398
Net assets
$687,465
Revenue
$1,270,884
Expenses
$1,066,180
Net income
$204,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$5.82$4.04$3.40$1.96$1.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$6.22$0.31$1.45$1.49$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$6.33$0.35$1.44$1.41$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$6.43$0.31$1.43$1.42$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$6.56$0.30$1.38$1.47$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$7.29$0.39$1.32$1.71$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.92$0.78$1.29$1.11$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.87$1.18$0.69$1.27$1.07$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.92$1.40$0.52$1.25$1.12$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits