Civic Intelligence

Fraternity House Inc.

990 • Fiscal year 2022 • EIN 33-0306861

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 12, 2023

20702 Elfin Forest RoadEscondido, CA 92029

(760) 736-0292

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.07x

Higher debt load relative to assets than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

30th percentile

-2.2%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

26th percentile

-6.6%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

45th percentile

2.6%

Faster revenue growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$442,729

Down $31,236 (-6.6%) from 2021

Net Assets

Down

$411,433

Down $25,476 (-5.8%) from 2021

Liabilities

Down

$31,296

Down $5,760 (-16%) from 2021

Revenue

Up

$1,142,372

Up $28,583 (+2.6%) from 2021

Expenses

Up

$1,167,848

Up $74,264 (+6.8%) from 2021

Net Income

Down

-$25,476

Down $45,681 (-226%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $606,216Liabilities 2010: $0Net Assets 2010: $606,2162010Assets 2011: $674,768Liabilities 2011: $25,924Net Assets 2011: $648,8442011Assets 2012: $581,609Liabilities 2012: $23,911Net Assets 2012: $557,6982012Assets 2013: $540,016Liabilities 2013: $47,808Net Assets 2013: $492,2082013Assets 2021: $473,965Liabilities 2021: $37,056Net Assets 2021: $436,9092021Assets 2022: $442,729Liabilities 2022: $31,296Net Assets 2022: $411,4332022Assets 2025: $338,886Liabilities 2025: $44,773Net Assets 2025: $294,1132025

Highlighted filing

2022

Assets$442,729
Liabilities$31,296
Net Assets$411,433

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $616,0132010Expenses 2011: $610,4252011Expenses 2012: $658,4872012Expenses 2013: $608,5702013Revenue 2021: $1,113,789Expenses 2021: $1,093,584Net Income 2021: $20,2052021Revenue 2022: $1,142,372Expenses 2022: $1,167,848Net Income 2022: -$25,4762022Revenue 2025: $1,217,284Expenses 2025: $1,337,427Net Income 2025: -$120,1432025

Highlighted filing

2022

Revenue$1,142,372
Expenses$1,167,848
Net Income-$25,476
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 12, 2023
Return Version
2021v4.0
Gross Receipts
$1,144,372
Mission and Program Overview

Mission

The Mission of Fraternity House, Inc. is to provide warm and caring homes where vulnerable individuals living with HIV/AIDS can receive comprehensive care and services in order to rebuild their health and return to independent living; or where they can spend their last days in comfort and dignity.

Provide comprehensive care and services for men and women living with hiv/aids.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$250,492$219,587▼ $30,905
Cash and Non-Interest-Bearing Accounts$93,082$108,797▲ $15,715
Accounts Receivable$78,380$62,364▼ $16,016
Savings and Temporary Cash Investments$43,895$46,607▲ $2,712
Prepaid Expenses and Deferred Charges$8,116$5,374▼ $2,742
Total Assets$473,965$442,729▼ $31,236
Liabilities
Accounts Payable and Accrued Expenses$37,055$31,296▼ $5,759
Other Liabilities$1--
Total Liabilities$37,056$31,296▼ $5,760
Net Assets / Fund Balance
Net Assets With Donor Restrictions$218,651$209,119▼ $9,532
Net Assets Without Donor Restrictions$218,258$202,314▼ $15,944
Total Net Assets Fund Balance$436,909$411,433▼ $25,476
Total Liabilities and Net Assets / Fund Balance$473,965$442,729▼ $31,236

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$285,970-$285,970
Leasehold Improvements$217,545-$217,545
Land$90,000-$90,000
Other Land Buildings$-424,655$482,193$57,538
Equipment$50,727-$50,727
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patrick AndersonPresident
Laura SchaeferDirector
Mary AnthonyDirector
Mike WalkerDirector
Sam PoniachikDirector
Marilynn KimballSecretary
Scott GuiltnerTreasurer
Lisa LipseyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$993,395
Program Service Revenue
$143,602
Investment Income
$0
Other Revenue
$5,375
All Other Contributions
$150,307
Change in Net Assets
$-25,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$622,882
Other Expenses$544,966
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$475,559$52,840-$528,399
Insurance$74,815$8,313-$83,128
Payroll Taxes$50,433$5,604-$56,037
All Other Expenses$44,475$3,108-$47,583
Other Employee Benefits$34,601$3,845-$38,446
Other Expenses$28,424$3,158-$31,582
Office Expenses$20,750$2,306-$23,056
Travel$14,634$1,626-$16,260
Fees for Services Accounting$5,789$9,482-$15,271
Fees for Services Other-$1,619-$1,619
Total Functional Expenses$1,071,672$96,176$0$1,167,848
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,375
Fundraising Direct Expenses$2,000
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Aaa Live ScanDirectorEmployee ScreeningNo$348
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

If the draft of the form 990 is received before the next scheduled board meeting, then the executive director will email a copy to all board members for review. The executive director will ask each member to: 1. Acknowledge receipt of the email; 2. Review the form 990; and 3. Email or call with any questions or comments by a designated deadline. If the draft of the form 990 is received within three business days of the next scheduled board meeting, then the form 990 will be presented as an action item on the board agenda for that meeting. Each board member will be emailed a copy of the form 990 prior to the meeting to give each member ample time to review the document. Any questions or comments will be addressed at the meeting.

Form 990, Page 6, Part VI, Line 12C

Board members are required to complete a conflict of interest form on an annual basis.

Form 990, Page 6, Part VI, Line 15A

The board of directors meet in may and june to discuss executive staff compensation which then becomes part of the larger budget planning for the next fiscal year.

Form 990, Page 6, Part VI, Line 19

Fraternity house, inc. Keeps copies of its conflict of interest policy, current form 990, and financial statements in its administrative office, and will be provided to anyone who either makes a request verbally or in writing. The request is processed within two (2)business days.

Filing and Contact Details

Filer

Filer Name
Fraternity House Inc
EIN
33-0306861
Phone
7607360292
Address
20702 ELFIN FOREST ROAD, ESCONDIDO, CA 92029

Signing Officer

Name
Scott Guiltner
Title
Treasurer
Phone
7607360292
Signed
2023-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Anderson
Formed
1988
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
29
Volunteers
250

Preparer

Firm
Hayley Geier CPA
Address
23055 SHERMAN WAY 5002, WEST HILLS, CA 91308
Preparer
Hayley Geier
Phone
4126389373
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's mission is to provide warm and caring homes where low- income men and women disabled by hiv/aids can receive comprehensive care and services in order to rebuild their health and return to independent living, or where they can spend their last days in comfort and dignity.

Form 990, Page 2, Part III, Line 4A

Fraternity house, inc. Is a single service organization that only cares for people who are hiv sypmtomatic or have an aids diagnonsis and are homeless, at risk or very low-income and unable to manage their own care. The five largest program services are: 1) housing, 2) caregiveing, 3) case management, 4) activities and rehabilitation (the dignity project), and 5) semi-independent living. Housing focuses on the overall operations and maintenance of the two houses. Caregiving is the backbone of our services, being absolutely necessary in fulfilling licensing requirements. Residents receive 24-hour per day personal care and are supervised in their activities of daily living and in adherence with complex medication regimens. Both case management and activities/rehabilitation connects our residents with medical, mental health and other needed services as well as goal-setting to rebuild their lives and obtain a greater level of independence. We engage every resident in working toward a return to independent living. Now in our third year, our semi-independent living program has proven to be extremely succesful. As of june 30, 2022, we have twelve residents who have moved from living in one of our homes to semi- independent living apartments.

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IRS990/Desc0FRATERNITY HOUSE, INC. IS A SINGLE SERVICE ORGANIZATION THAT ONLY CARES FOR PEOPLE WHO ARE HIV SYPMTOMATIC OR HAVE AN AIDS DIAGNONSIS AND ARE HOMELESS, AT RISK OR VERY LOW-INCOME AND UNABLE TO MANAGE THEIR OWN CARE. THE FIVE LARGEST PROGRAM SERVICES ARE: 1) HOUSING, 2) CAREGIVEING, 3) CASE MANAGEMENT, 4) ACTIVITIES AND REHABILITATION (THE DIGNITY PROJECT), AND 5) SEMI-INDEPENDENT LIVING. HOUSING FOCUSES ON THE OVERALL OPERATIONS AND MAINTENANCE OF THE TWO HOUSES. CAREGIVING IS THE BACKBONE OF OUR SERVICES, BEING ABSOLUTELY NECESSARY IN FULFILLING LICENSING REQUIREMENTS. RESIDENTS RECEIVE 24-HOUR PER DAY PERSONAL CARE AND ARE SUPERVISED IN THEIR ACTIVITIES OF DAILY LIVING AND IN ADHERENCE WITH COMPLEX MEDICATION REGIMENS. BOTH CASE MANAGEMENT AND ACTIVITIES/REHABILITATION CONNECTS OUR RESIDENTS WITH MEDICAL, MENTAL HEALTH AND OTHER NEEDED SERVICES AS WELL AS GOAL-SETTING TO REBUILD THEIR LIVES AND OBTAIN A GREATER LEVEL OF INDEPENDENCE. WE ENGAGE EVERY RESIDENT IN WORKING TOWARD A RETURN TO INDEPENDENT LIVING. NOW IN OUR THIRD YEAR, OUR SEMI-INDEPENDENT LIVING PROGRAM HAS PROVEN TO BE EXTREMELY SUCCESFUL. AS OF JUNE 30, 2022, WE HAVE TWELVE RESIDENTS WHO HAVE MOVED FROM LIVING IN ONE OF OUR HOMES TO SEMI- INDEPENDENT LIVING APARTMENTS.
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO PROVIDE WARM AND CARING HOMES WHERE LOW- INCOME MEN AND WOMEN DISABLED BY HIV/AIDS CAN RECEIVE COMPREHENSIVE CARE AND SERVICES IN ORDER TO REBUILD THEIR HEALTH AND RETURN TO INDEPENDENT LIVING, OR WHERE THEY CAN SPEND THEIR LAST DAYS IN COMFORT AND DIGNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FRATERNITY HOUSE, INC. IS A SINGLE SERVICE ORGANIZATION THAT ONLY CARES FOR PEOPLE WHO ARE HIV SYPMTOMATIC OR HAVE AN AIDS DIAGNONSIS AND ARE HOMELESS, AT RISK OR VERY LOW-INCOME AND UNABLE TO MANAGE THEIR OWN CARE. THE FIVE LARGEST PROGRAM SERVICES ARE: 1) HOUSING, 2) CAREGIVEING, 3) CASE MANAGEMENT, 4) ACTIVITIES AND REHABILITATION (THE DIGNITY PROJECT), AND 5) SEMI-INDEPENDENT LIVING. HOUSING FOCUSES ON THE OVERALL OPERATIONS AND MAINTENANCE OF THE TWO HOUSES. CAREGIVING IS THE BACKBONE OF OUR SERVICES, BEING ABSOLUTELY NECESSARY IN FULFILLING LICENSING REQUIREMENTS. RESIDENTS RECEIVE 24-HOUR PER DAY PERSONAL CARE AND ARE SUPERVISED IN THEIR ACTIVITIES OF DAILY LIVING AND IN ADHERENCE WITH COMPLEX MEDICATION REGIMENS. BOTH CASE MANAGEMENT AND ACTIVITIES/REHABILITATION CONNECTS OUR RESIDENTS WITH MEDICAL, MENTAL HEALTH AND OTHER NEEDED SERVICES AS WELL AS GOAL-SETTING TO REBUILD THEIR LIVES AND OBTAIN A GREATER LEVEL OF INDEPENDENCE. WE ENGAGE EVERY RESIDENT IN WORKING TOWARD A RETURN TO INDEPENDENT LIVING. NOW IN OUR THIRD YEAR, OUR SEMI-INDEPENDENT LIVING PROGRAM HAS PROVEN TO BE EXTREMELY SUCCESFUL. AS OF JUNE 30, 2022, WE HAVE TWELVE RESIDENTS WHO HAVE MOVED FROM LIVING IN ONE OF OUR HOMES TO SEMI- INDEPENDENT LIVING APARTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF THE DRAFT OF THE FORM 990 IS RECEIVED BEFORE THE NEXT SCHEDULED BOARD MEETING, THEN THE EXECUTIVE DIRECTOR WILL EMAIL A COPY TO ALL BOARD MEMBERS FOR REVIEW. THE EXECUTIVE DIRECTOR WILL ASK EACH MEMBER TO: 1. ACKNOWLEDGE RECEIPT OF THE EMAIL; 2. REVIEW THE FORM 990; AND 3. EMAIL OR CALL WITH ANY QUESTIONS OR COMMENTS BY A DESIGNATED DEADLINE. IF THE DRAFT OF THE FORM 990 IS RECEIVED WITHIN THREE BUSINESS DAYS OF THE NEXT SCHEDULED BOARD MEETING, THEN THE FORM 990 WILL BE PRESENTED AS AN ACTION ITEM ON THE BOARD AGENDA FOR THAT MEETING. EACH BOARD MEMBER WILL BE EMAILED A COPY OF THE FORM 990 PRIOR TO THE MEETING TO GIVE EACH MEMBER AMPLE TIME TO REVIEW THE DOCUMENT. ANY QUESTIONS OR COMMENTS WILL BE ADDRESSED AT THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS MEET IN MAY AND JUNE TO DISCUSS EXECUTIVE STAFF COMPENSATION WHICH THEN BECOMES PART OF THE LARGER BUDGET PLANNING FOR THE NEXT FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FRATERNITY HOUSE, INC. KEEPS COPIES OF ITS CONFLICT OF INTEREST POLICY, CURRENT FORM 990, AND FINANCIAL STATEMENTS IN ITS ADMINISTRATIVE OFFICE, AND WILL BE PROVIDED TO ANYONE WHO EITHER MAKES A REQUEST VERBALLY OR IN WRITING. THE REQUEST IS PROCESSED WITHIN TWO (2)BUSINESS DAYS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GUILTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607360292
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-12
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYLEY GEIER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023055 SHERMAN WAY 5002
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091308
ReturnHeader/PreparerPersonGrp/PhoneNum04126389373
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAYLEY GEIER
ReturnHeader/ReturnTs02023-01-12T13:53:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUILTNER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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