Civic Intelligence

Public Property Financing Corporation of California

990EZ • Fiscal year 2019 • EIN 33-0463530

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

81st percentile

37%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

84%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$162,032

Up $43,459 (+37%) from 2018

Net Assets

Up

$162,032

Up $43,459 (+37%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$124,500

Up $57,000 (+84%) from 2018

Expenses

Down

$81,041

Down $23,618 (-23%) from 2018

Net Income

Up

$43,459

Up $80,618 (+217%) from 2018

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

2019

Assets$162,032
Liabilities-
Net Assets$162,032

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

2019

Revenue$124,500
Expenses$81,041
Net Income$43,459
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.0
Gross Receipts
$124,500
Mission and Program Overview

Mission

To support public welfare, charitable and educational purposes.

To support public welfare, charitable, and educational purposes.

Program Services

DescriptionGrantsExpenses
RENDER FINANCIAL SUPPORT TO NON-PROFIT ORGANIZATIONS BENEFITTING PUBLIC WELFARE, CHARITABLE AND EDUCATIONAL PURPOSES THROUGH GRANTS AND DONATIONS.$64,650$64,650
RENDER ASSISTANCE TO CALIFORNIA PUBLIC AGENCIES BY SERVING AS A COUNTERPARTY TO FINANCING AGREEMENTS FOR THE ACQUISITION OR IMPROVEMENT OF REAL AND PERSONAL PROPERTY FOR THE PUBLIC BENEFIT.-$16,391
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
2020-05-01
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: mary health of the sick address: 2929 theresa drive newbury park, ca 91320 cash contribution: 10,000 name: sherwood charitable foundation address: 320 w. Stafford road thousand oaks, ca 91361 cash contribution: 14,000 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 acceptance fees 3,600 bank service fees 420 notary fees 2,435 postage & delivery 885 tax & license 50 total 7,390

Form 990-ez, Part II, Line 24

Office equipment 3,695 3,695 total 3,695 3,695

Form 990-ez, Part V

A copy of the restated bylaws are attached.

Raw XML Appendix147 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/BOYAmt0114878
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0158337
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043459
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09001
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118573
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162032
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064650
IRS990EZ/GrossReceiptsAmt0124500
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118573
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162032
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118573
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162032
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/OtherExpensesTotalAmt07390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT PUBLIC WELFARE, CHARITABLE, AND EDUCATIONAL PURPOSES.
IRS990EZ/ProgramServiceRevenueAmt0124500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RENDER ASSISTANCE TO CALIFORNIA PUBLIC AGENCIES BY SERVING AS A COUNTERPARTY TO FINANCING AGREEMENTS FOR THE ACQUISITION OR IMPROVEMENT OF REAL AND PERSONAL PROPERTY FOR THE PUBLIC BENEFIT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RENDER FINANCIAL SUPPORT TO NON-PROFIT ORGANIZATIONS BENEFITTING PUBLIC WELFARE, CHARITABLE AND EDUCATIONAL PURPOSES THROUGH GRANTS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016391
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt164650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081041
IRS990EZ/TotalProgramServiceExpensesAmt081041
IRS990EZ/TotalRevenueAmt0124500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0124500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0132500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0161500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0558500
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0558500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0124500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0132500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0161500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072500
IRS990ScheduleA/Total509Grp/TotalAmt0558500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0132500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0161500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0558500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: MARY HEALTH OF THE SICK ADDRESS: 2929 THERESA DRIVE NEWBURY PARK, CA 91320 CASH CONTRIBUTION: 10,000 NAME: SHERWOOD CHARITABLE FOUNDATION ADDRESS: 320 W. STAFFORD ROAD THOUSAND OAKS, CA 91361 CASH CONTRIBUTION: 14,000 NAME: UNIVERSITY OF SOUTHERN CALIFORNIA ADDRESS: 3375 SOUTH HOOVER STREET LOS ANGELES, CA 90089 CASH CONTRIBUTION: 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ACCEPTANCE FEES 3,600 BANK SERVICE FEES 420 NOTARY FEES 2,435 POSTAGE & DELIVERY 885 TAX & LICENSE 50 TOTAL 7,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EQUIPMENT 3,695 3,695 TOTAL 3,695 3,695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE RESTATED BYLAWS ARE ATTACHED.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART V
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08057191236
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-01
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/IPDt02020-04-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:15:05
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/PreparationDt02020-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A WALL
ReturnHeader/ReturnTs02020-04-22T07:15:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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