Civic Intelligence

Public Property Financing Corporation of California

990EZ • Fiscal year 2017 • EIN 33-0463530

Jan 01, 2017 to Dec 31, 2017 • Filed on Jan 26, 2018

2945 Townsgate Road Suite 200Westlake Village, CA 91361

(805) 719-1236

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$155,733

Up $8,219 (+5.6%) from 2016

Net Assets

Up

$155,733

Up $8,219 (+5.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$132,500

Down $29,000 (-18%) from 2016

Expenses

Up

$124,281

Up $72,606 (+141%) from 2016

Net Income

Down

$8,219

Down $101,606 (-93%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $45,743Net Assets 2012: $45,7432012Assets 2014: $19,750Net Assets 2014: $19,7502014Assets 2015: $37,689Net Assets 2015: $37,6892015Assets 2016: $147,514Net Assets 2016: $147,5142016Assets 2017: $155,733Net Assets 2017: $155,7332017Assets 2018: $118,573Net Assets 2018: $118,5732018Assets 2019: $162,032Net Assets 2019: $162,0322019Assets 2020: $141,293Net Assets 2020: $141,2932020Assets 2021: $161,264Net Assets 2021: $161,2642021Assets 2022: $108,060Liabilities 2022: $0Net Assets 2022: $108,0602022Assets 2023: $74,376Net Assets 2023: $74,3762023Assets 2024: $58,798Net Assets 2024: $58,7982024Assets 2025: $44,355Net Assets 2025: $44,3552025

Highlighted filing

2017

Assets$155,733
Liabilities-
Net Assets$155,733

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $77,000Expenses 2012: $55,100Net Income 2012: $21,9002012Revenue 2014: $44,500Expenses 2014: $76,359Net Income 2014: -$31,8592014Revenue 2015: $72,500Expenses 2015: $54,561Net Income 2015: $17,9392015Revenue 2016: $161,500Expenses 2016: $51,675Net Income 2016: $109,8252016Revenue 2017: $132,500Expenses 2017: $124,281Net Income 2017: $8,2192017Revenue 2018: $67,500Expenses 2018: $104,659Net Income 2018: -$37,1592018Revenue 2019: $124,500Expenses 2019: $81,041Net Income 2019: $43,4592019Revenue 2020: $101,805Expenses 2020: $122,544Net Income 2020: -$20,7392020Revenue 2021: $128,510Expenses 2021: $108,539Net Income 2021: $19,9712021Revenue 2022: $94,000Expenses 2022: $147,204Net Income 2022: -$53,2042022Revenue 2023: $55,978Expenses 2023: $89,662Net Income 2023: -$33,6842023Revenue 2024: $55,360Expenses 2024: $70,938Net Income 2024: -$15,5782024Revenue 2025: $51,814Expenses 2025: $66,257Net Income 2025: -$14,4432025

Highlighted filing

2017

Revenue$132,500
Expenses$124,281
Net Income$8,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 26, 2018
Return Version
2017v2.2
Gross Receipts
$132,500
Mission and Program Overview

Mission

To support public welfare, charitable and educational purposes.

Leasing broker for tax exempt entities

Program Services

DescriptionGrantsExpenses
ACTS AS LESSOR FOR SEVERAL CALIFORNIA PUBLIC AGENCIES.$108,500$124,281
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MORTONSecretary-$0--
STEFAN A MORTONTreasurer-$0--
WILLIAM J FAWELLChairman-$0--
STEPHEN DEWARDirector-$0--
Filing and Contact Details

Filer

Filer Name
Public Property Financing
EIN
33-0463530
Phone
8057191236
Address
2945 TOWNSGATE ROAD SUITE 200, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
William Morton
Title
Secretary
Phone
8057191236
Signed
2018-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Roschke & Wall Business Adv and Cpas Inc
Address
30300 AGOURA RD 250, AGOURA HILLS, CA 91301-5417
Preparer
Kimberly a Wall
Phone
8189911099
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: calvary community church address: 5495 via rocas westlake village, ca 91362 cash contribution: 25,000 name: judicial watch address: 425 third street sw, suite 800 washington, dc 20024 cash contribution: 10,000 name: many mansions address: 1259 e. Thousand oaks blvd. Thousand oaks, ca 91362 cash contribution: 7,500 name: numbers usa education foundation address: 1400 crystal drive, suite 240 arlington, va 22202 cash contribution: 25,000 name: sherwood charitable foundation address: 320 w. Stafford road thousand oaks, ca 91361 cash contribution: 10,000 name: university of southern california address: 3375 south hoover street los angeles, ca 90089 cash contribution: 5,500 name: university of southern california address: 3375 south hoover street los angeles, ca 90089 cash contribution: 5,500

Form 990-ez, Part I, Line 16

Expenses bank service fees 420 filing fee 50 acceptance fees 6,600 notary fees 2,386 total 9,456

Form 990-ez, Part II, Line 24

3,695 3,695 total 3,695 3,695

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM MORTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08057191236
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02945 TOWNSGATE ROAD SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTLAKE VILLAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091361
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0143819
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0152038
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08219
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0147514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155733
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0108500
IRS990EZ/GrossReceiptsAmt0132500
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155733
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0155733
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEFAN A MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM J FAWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN DEWAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03695
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03695
IRS990EZ/OtherExpensesTotalAmt09456
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEASING BROKER FOR TAX EXEMPT ENTITIES
IRS990EZ/ProgramServiceRevenueAmt0132500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTS AS LESSOR FOR SEVERAL CALIFORNIA PUBLIC AGENCIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0108500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0124281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124281
IRS990EZ/TotalProgramServiceExpensesAmt0124281
IRS990EZ/TotalRevenueAmt0132500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0132500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0161500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt086000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0497000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0497000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0161500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086000
IRS990ScheduleA/Total509Grp/TotalAmt0497000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0161500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0497000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CALVARY COMMUNITY CHURCH ADDRESS: 5495 VIA ROCAS WESTLAKE VILLAGE, CA 91362 CASH CONTRIBUTION: 25,000 NAME: JUDICIAL WATCH ADDRESS: 425 THIRD STREET SW, SUITE 800 WASHINGTON, DC 20024 CASH CONTRIBUTION: 10,000 NAME: MANY MANSIONS ADDRESS: 1259 E. THOUSAND OAKS BLVD. THOUSAND OAKS, CA 91362 CASH CONTRIBUTION: 7,500 NAME: NUMBERS USA EDUCATION FOUNDATION ADDRESS: 1400 CRYSTAL DRIVE, SUITE 240 ARLINGTON, VA 22202 CASH CONTRIBUTION: 25,000 NAME: SHERWOOD CHARITABLE FOUNDATION ADDRESS: 320 W. STAFFORD ROAD THOUSAND OAKS, CA 91361 CASH CONTRIBUTION: 10,000 NAME: UNIVERSITY OF SOUTHERN CALIFORNIA ADDRESS: 3375 SOUTH HOOVER STREET LOS ANGELES, CA 90089 CASH CONTRIBUTION: 5,500 NAME: UNIVERSITY OF SOUTHERN CALIFORNIA ADDRESS: 3375 SOUTH HOOVER STREET LOS ANGELES, CA 90089 CASH CONTRIBUTION: 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK SERVICE FEES 420 FILING FEE 50 ACCEPTANCE FEES 6,600 NOTARY FEES 2,386 TOTAL 9,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23,695 3,695 TOTAL 3,695 3,695
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08057191236
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC PROPERTY FINANCING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION OF CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0330463530
ReturnHeader/Filer/PhoneNum08057191236
ReturnHeader/Filer/USAddress/AddressLine1Txt02945 TOWNSGATE ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D87F1697C52A9B53545DCA1C95D1A5D5E3AAB1FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D87F1697C52A9B53545DCA1C95D1A5D5E3AAB1FD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.74.136.219
ReturnHeader/FilingSecurityInformation/IPDt02018-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:26:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954192266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSCHKE & WALL BUSINESS ADV AND CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030300 AGOURA RD 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AGOURA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913015417
ReturnHeader/PreparerPersonGrp/PhoneNum08189911099
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A WALL
ReturnHeader/ReturnTs02018-03-07T12:26:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.52$0.66$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.59$0.55$0.71$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.74$0.56$0.90$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.94$1.47$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$1.61$1.29$1.09$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$1.41$1.02$1.23$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$1.62$1.25$0.81$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$0.68$1.05$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.33$1.24$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$1.48$1.62$0.52$1.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.73$0.55$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.45$0.76$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.46$0.77$0.55$0.22