Civic Intelligence

Associates Group for Affordable Housing Inc.

990 • Fiscal year 2019 • EIN 33-0319910

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 11, 2020

Organization Profilewww.associatesgroup.org
903 Calle AmanecerSan Clemente, CA 92673

(949) 492-3350

Siviq Scores

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

Liabilities / Assets

74th percentile

0.34x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

1.23x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$103,840

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-1.4%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$3,538,725

Up $597,080 (+20%) from 2018

Net Assets

Up

$2,330,563

Up $628,189 (+37%) from 2018

Liabilities

Down

$1,208,162

Down $31,109 (-2.5%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin94th percentile

Revenue

Down

$985,002

Down $13,878 (-1.4%) from 2018

Expenses

Up

$356,813

Up $5,630 (+1.6%) from 2018

Net Income

Down

$628,189

Down $19,508 (-3.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $844,545Liabilities 2010: $1,046,642Net Assets 2010: -$202,0972010Assets 2011: $824,066Liabilities 2011: $971,449Net Assets 2011: -$147,3832011Assets 2012: $771,928Liabilities 2012: $907,208Net Assets 2012: -$135,2802012Assets 2013: $811,100Liabilities 2013: $900,628Net Assets 2013: -$89,5282013Assets 2014: $687,494Liabilities 2014: $792,535Net Assets 2014: -$105,0412014Assets 2015: $629,574Liabilities 2015: $562,653Net Assets 2015: $66,9212015Assets 2016: $702,950Liabilities 2016: $565,585Net Assets 2016: $137,3652016Assets 2017: $2,660,249Liabilities 2017: $1,605,572Net Assets 2017: $1,054,6772017Assets 2018: $2,941,645Liabilities 2018: $1,239,271Net Assets 2018: $1,702,3742018Assets 2019: $3,538,725Liabilities 2019: $1,208,162Net Assets 2019: $2,330,5632019Assets 2020: $5,287,787Liabilities 2020: $1,504,275Net Assets 2020: $3,783,5122020Assets 2021: $4,509,783Liabilities 2021: $715,591Net Assets 2021: $3,794,1922021Assets 2022: $4,167,932Liabilities 2022: $353,972Net Assets 2022: $3,813,9602022

Highlighted filing

2019

Assets$3,538,725
Liabilities$1,208,162
Net Assets$2,330,563
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $346,2032010Expenses 2011: $207,4332011Expenses 2012: $191,9352012Revenue 2013: $226,995Expenses 2013: $181,243Net Income 2013: $45,7522013Revenue 2014: $211,234Expenses 2014: $226,747Net Income 2014: -$15,5132014Revenue 2015: $414,767Expenses 2015: $242,805Net Income 2015: $171,9622015Revenue 2016: $377,188Expenses 2016: $306,744Net Income 2016: $70,4442016Revenue 2017: $1,246,420Expenses 2017: $329,108Net Income 2017: $917,3122017Revenue 2018: $998,880Expenses 2018: $351,183Net Income 2018: $647,6972018Revenue 2019: $985,002Expenses 2019: $356,813Net Income 2019: $628,1892019Revenue 2020: $1,882,987Expenses 2020: $430,038Net Income 2020: $1,452,9492020Revenue 2021: $428,297Expenses 2021: $417,617Net Income 2021: $10,6802021Revenue 2022: $377,451Expenses 2022: $357,683Net Income 2022: $19,7682022

Highlighted filing

2019

Revenue$985,002
Expenses$356,813
Net Income$628,189
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 11, 2020
Return Version
2019v5.0
Gross Receipts
$985,002
Mission and Program Overview

Mission

To educate and assist the public in understanding and acquiring affordable manufactured homes and mobile homes for low to moderate income indviduals and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,581,068$3,086,658▲ $505,590
Cash and Non-Interest-Bearing Accounts$43,574$135,064▲ $91,490
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,941,645$3,538,725▲ $597,080
Other Assets Total$317,003$317,003→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,228,372$1,197,263▼ $31,109
Accounts Payable and Accrued Expenses$10,899$10,899→ $0
Total Liabilities$1,239,271$1,208,162▼ $31,109
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,702,374$2,330,563▲ $628,189
Total Net Assets Fund Balance$1,702,374$2,330,563▲ $628,189
Total Liabilities and Net Assets / Fund Balance$2,941,645$3,538,725▲ $597,080

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,864,000-$1,864,000
Buildings$1,222,658$43,650$1,266,308
Other Assets Org$317,003--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gerald R GibbsPresidentFT$103,840$103,840

Board Members and Trustees

NameTitle
Marilyn DavidDirector
Carol SheaksSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$605,000
Program Service Revenue
$380,002
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$628,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,205
Salaries, Compensation, and Employee Benefits$133,608
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$103,840--$103,840
Interest$66,631--$66,631
Depreciation Depletion$24,471--$24,471
Other Salaries and Wages$19,176--$19,176
Payroll Taxes$10,592--$10,592
Travel$10,305--$10,305
Other Expenses$9,256--$9,256
All Other Expenses$8,718--$8,718
Occupancy$6,450--$6,450
Fees for Services Management$5,942--$5,942
Fees for Services Accounting$5,940--$5,940
Total Functional Expenses$356,813$0$0$356,813
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Line 11B: Form 990 Review Process

“Copy of the 990 provided at a board meeting in conjunction with an oral summary report of the annual form 990.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually the conflict of interest policy is discussed, written policies distributed and reviewed, and the required disclosure forms signed and submitted by the governing board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Review and approval by the board of directors by written resolution.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Currently there are no other officers employed other than the ceo.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Associates Group
EIN
33-0319910
Phone
9494923350
Address
903 CALLE AMANECER, SAN CLEMENTE, CA 92673

Signing Officer

Name
Gerald R Gibbs
Title
President
Signed
2020-10-11
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Hayden Narey & Persich CPAs
Address
2340 S El Camino Real Ste15, San Clemente, CA 92672
Preparer
Charles E Narey
Phone
9494925307
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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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IRS990ScheduleA/Total509Grp/TotalAmt04022250
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0377188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0414767
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04022250
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01222658
IRS990ScheduleD/BuildingsGrp/DepreciationAmt043650
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01266308
IRS990ScheduleD/LandGrp/BookValueAmt01864000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01864000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0317003
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CEDARHILL MOBILE HOME PARK SPACES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03086658
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0317003
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF THE 990 PROVIDED AT A BOARD MEETING IN CONJUNCTION WITH AN ORAL SUMMARY REPORT OF THE ANNUAL FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE CONFLICT OF INTEREST POLICY IS DISCUSSED, WRITTEN POLICIES DISTRIBUTED AND REVIEWED, AND THE REQUIRED DISCLOSURE FORMS SIGNED AND SUBMITTED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS BY WRITTEN RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CURRENTLY THERE ARE NO OTHER OFFICERS EMPLOYED OTHER THAN THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0356813
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01208162
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03538725
IRS990/TravelGrp/ProgramServicesAmt010305
IRS990/TravelGrp/TotalAmt010305
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IRS990/WebsiteAddressTxt0www.associatesgroup.org
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD R GIBBS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,538,725
Liabilities
$1,208,162
Net assets
$2,330,563
Revenue
$985,002
Expenses
$356,813
Net income
$628,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.35$3.81$0.38$0.36$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.72$3.79$0.43$0.42$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.29$1.50$3.78$1.88$0.43$1.45
2019Detailed filing. Detailed filing data is available for this year.$3.54$1.21$2.33$0.99$0.36$0.63
2018Detailed filing. Detailed filing data is available for this year.$2.94$1.24$1.70$1.00$0.35$0.65
2017Detailed filing. Detailed filing data is available for this year.$2.66$1.61$1.05$1.25$0.33$0.92
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.57$0.14$0.38$0.31$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.56$0.07$0.41$0.24$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.79$0.11$0.21$0.23$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.90$0.09$0.23$0.18$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.91$0.14$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.97$0.15$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$1.05$0.20$0.35