Civic Intelligence

First Congregational Memorial Tower

990 • Fiscal year 2021 • EIN 23-7384453

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

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

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

4.38x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

30th percentile

2.7%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

22nd percentile

-0.9%

Faster asset growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

0.9%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$6,684,595

Down $59,875 (-0.9%) from 2020

Net Assets

Up

$352,386

Up $39,283 (+13%) from 2020

Liabilities

Down

$6,332,209

Down $99,158 (-1.5%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin30th percentile

Revenue

Up

$1,444,960

Up $13,219 (+0.9%) from 2020

Expenses

Down

$1,405,677

Down $15,550 (-1.1%) from 2020

Net Income

Up

$39,283

Up $28,769 (+274%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2021

Assets$6,684,595
Liabilities$6,332,209
Net Assets$352,386
Open 2021 Filing

Operations Trend

Revenue Growth32nd 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

2021

Revenue$1,444,960
Expenses$1,405,677
Net Income$39,283
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$1,444,960
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$3,215,657$2,984,938▼ $230,719
Savings and Temporary Cash Investments$2,643,740$2,675,394▲ $31,654
Cash and Non-Interest-Bearing Accounts$214,660$302,259▲ $87,599
Intangible Assets$216,162$209,442▼ $6,720
Prepaid Expenses and Deferred Charges$34,598$47,124▲ $12,526
Accounts Receivable$9$0▼ $9
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-
Inventories for Sale or Use-$0-
Total Assets$6,744,470$6,684,595▼ $59,875
Other Assets Total$419,644$465,438▲ $45,794
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,313,927$6,203,631▼ $110,296
Accounts Payable and Accrued Expenses$80,172$96,179▲ $16,007
Other Liabilities$32,113$30,566▼ $1,547
Deferred Revenue$5,155$1,833▼ $3,322
Total Liabilities$6,431,367$6,332,209▼ $99,158
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$313,103$352,386▲ $39,283
Total Net Assets Fund Balance$313,103$352,386▲ $39,283
Total Liabilities and Net Assets / Fund Balance$6,744,470$6,684,595▼ $59,875

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,646,386$4,857,121$7,503,507
Other Land Buildings$16,352$533,490$549,842
Land$264,000-$264,000
Leasehold Improvements$58,200$8,633$66,833
Other Assets Org$30,566--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Bob MurphyPresident
Glenn DunhamVice President
Appaswamy PajanorDirector
Jere McinerneyDirector
Marla McbrideDirector
Donald AshleyCFO
Jane AhernSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,409,195
Investment Income
$35,765
Other Revenue
$0
Change in Net Assets
$39,283

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,444,960
Total Revenue per Audited Statements
$1,444,960
Total Revenue per Form 990
$1,444,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,094,070
Salaries, Compensation, and Employee Benefits$311,607
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$119,493$126,643-$246,136
Depreciation Depletion$237,439--$237,439
Interest$212,027--$212,027
Fees for Services Management-$78,561-$78,561
Insurance$48,502--$48,502
Other Employee Benefits$22,407$23,747-$46,154
Fees for Services Other-$30,740-$30,740
Payroll Taxes$9,378$9,939-$19,317
Office Expenses-$15,658-$15,658
Other Expenses$4,269$9,580-$13,849
All Other Expenses$6,824--$6,824
Total Functional Expenses$1,096,599$309,078$0$1,405,677

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,405,677
Total Expenses per Audited Statements$1,405,677
Total Expenses per Form 990$1,405,677
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$30,566
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes

Governance Explanations

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

“A management company is 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
Bob Murphy
Title
President
Signed
2021-11-11
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
Preparer
Michael J Zizzi
Phone
6192947200
Supplemental Narrative

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 Organizations Return of Organization Exempt from Income Tax for the years ended June 30, 2021, 2020, 2019 and 2018 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed.”

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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0126643
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0119493
IRS990/OtherSalariesAndWagesGrp/TotalAmt0246136
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09939
IRS990/PayrollTaxesGrp/ProgramServicesAmt09378
IRS990/PayrollTaxesGrp/TotalAmt019317
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034598
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047124
IRS990/PrincipalOfficerNm0MIKE BURROWS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc1MISC INCOME
IRS990/ProgramServiceRevenueGrp/Desc2TENANT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03258
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11729
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21404208
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03258
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11729
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21404208
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt052508
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01119553
IRS990/PYProgramServiceRevenueAmt01379233
IRS990/PYRevenuesLessExpensesAmt010514
IRS990/PYSalariesCompEmpBnftPaidAmt0301674
IRS990/PYTotalExpensesAmt01421227
IRS990/PYTotalRevenueAmt01431741
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt039283
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01409195
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02643740
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02675394
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt052508
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026485
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02735
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0131866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01409195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01379233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01351136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01309342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01283437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06732343
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt052508
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026485
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0131866
IRS990ScheduleA/InvestmentIncomeCYPct00.01920
IRS990ScheduleA/InvestmentIncomePYPct00.01460
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98080
IRS990ScheduleA/PublicSupportPY509Pct00.98540
IRS990ScheduleA/PublicSupportTotal509Amt06732343
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01409195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01379233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01351136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01309342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01283437
IRS990ScheduleA/Total509Grp/TotalAmt06732343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01444960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01431741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01377621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01323715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01286172
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06864209
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02646386
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04857121
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07503507
IRS990ScheduleD/ExpensesSubtotalAmt01405677
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0264000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0264000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt058200
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08633
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt066833
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06465
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12042
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2426365
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt330566
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016352
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0533490
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0549842
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt01444960
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 Organizations Return of Organization Exempt from Income Tax for the years ended June 30, 2021, 2020, 2019 and 2018 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/TotalBookValueLandBuildingsAmt02984938
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0465438
IRS990ScheduleD/TotalExpensesPerForm990Amt01405677
IRS990ScheduleD/TotalLiabilityAmt030566
IRS990ScheduleD/TotalRevenuePerForm990Amt01444960
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01444960
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01405677
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MANAGEMENT COMPANY IS RESPONSIBLE 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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,684,595
Liabilities
$6,332,209
Net assets
$352,386
Revenue
$1,444,960
Expenses
$1,405,677
Net income
$39,283
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
2021Detailed filing. Detailed filing data is available for this year.$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