Civic Intelligence

Public Property Financing Corporation of California

990EZ • Fiscal year 2020 • EIN 33-0463530

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 22, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

21st percentile

-20%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-18%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$141,293

Down $20,739 (-13%) from 2019

Net Assets

Down

$141,293

Down $20,739 (-13%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$101,805

Down $22,695 (-18%) from 2019

Expenses

Up

$122,544

Up $41,503 (+51%) from 2019

Net Income

Down

-$20,739

Down $64,198 (-148%) from 2019

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

2020

Assets$141,293
Liabilities-
Net Assets$141,293

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

2020

Revenue$101,805
Expenses$122,544
Net Income-$20,739
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 22, 2021
Return Version
2020v4.0
Gross Receipts
$105,500
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.$95,750$95,750
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.-$26,794
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
2021-02-22
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: sherwood charitable foundation address: 320 w. Stafford road thousand oaks, ca 91361 cash contribution: 12,500 name: sherwood charitable foundation address: 320 w. Stafford road thousand oaks, ca 91361 cash contribution: 14,250 name: west valley food pantry address: 5700 rudnick avenue woodland hills, ca 91367 cash contribution: 10,000 name: judicial watch address: 2540 huntington drive pasadena, ca 91108 cash contribution: 10,000 name: seacrest foundation address: 211 saxony road encinitas, ca 92024 cash contribution: 25,000

Form 990-ez, Part I, Line 16

Expenses acceptance fees 2,400 bank service fees 315 notary fees 1,780 postage & delivery 1,823 tax & license 75 custodial fees 3,400 office expense 119 reporting fee 1,200 total 11,112

Form 990-ez, Part II, Line 24

Office equipment 3,695 0 total 3,695 0

Raw XML Appendix144 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM MORTON
CompensationExplanation/CompensationExplanationGrp/PersonNm1STEFAN A MORTON
CompensationExplanation/CompensationExplanationGrp/PersonNm2WILLIAM J FAWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm3STEPHEN DEWAR
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/BOYAmt0158337
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141293
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03695
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20739
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015682
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162032
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141293
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-3695
IRS990EZ/GrantsAndSimilarAmountsPaidAmt095750
IRS990EZ/GrossReceiptsAmt0105500
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162032
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141293
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162032
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141293
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/OtherExpensesTotalAmt011112
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT PUBLIC WELFARE, CHARITABLE, AND EDUCATIONAL PURPOSES.
IRS990EZ/ProgramServiceRevenueAmt0105500
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/GrantsAndAllocationsAmt095750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026794
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt195750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122544
IRS990EZ/TotalProgramServiceExpensesAmt0122544
IRS990EZ/TotalRevenueAmt0101805
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0105500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0124500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0132500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0161500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0591500
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0591500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0161500
IRS990ScheduleA/Total509Grp/TotalAmt0591500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0161500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0591500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SHERWOOD CHARITABLE FOUNDATION ADDRESS: 320 W. STAFFORD ROAD THOUSAND OAKS, CA 91361 CASH CONTRIBUTION: 12,500 NAME: SHERWOOD CHARITABLE FOUNDATION ADDRESS: 320 W. STAFFORD ROAD THOUSAND OAKS, CA 91361 CASH CONTRIBUTION: 14,250 NAME: WEST VALLEY FOOD PANTRY ADDRESS: 5700 RUDNICK AVENUE WOODLAND HILLS, CA 91367 CASH CONTRIBUTION: 10,000 NAME: JUDICIAL WATCH ADDRESS: 2540 HUNTINGTON DRIVE PASADENA, CA 91108 CASH CONTRIBUTION: 10,000 NAME: SEACREST FOUNDATION ADDRESS: 211 SAXONY ROAD ENCINITAS, CA 92024 CASH CONTRIBUTION: 25,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ACCEPTANCE FEES 2,400 BANK SERVICE FEES 315 NOTARY FEES 1,780 POSTAGE & DELIVERY 1,823 TAX & LICENSE 75 CUSTODIAL FEES 3,400 OFFICE EXPENSE 119 REPORTING FEE 1,200 TOTAL 11,112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EQUIPMENT 3,695 0 TOTAL 3,695 0
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08057191236
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-22
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/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/PreparationDt02021-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A WALL
ReturnHeader/ReturnTs02021-02-24T15:39:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2020Detailed filing. Detailed filing data is available for this year.$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
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